Poehling Capital Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Poehling Capital Management’s Portfolio DIA Stock Details DIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-14	Closed	-$3K	–	150
2018 Q2	$3K	Hold	14	–	–	﹤0.01%	258
2018 Q1	$3K	Buy	14 +10	+250%	+$2.51K	﹤0.01%	268
2017 Q4	$1K	Buy	+4	New	+$947	﹤0.01%	266

Other funds holding DIA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MSU

Mizuho Securities USA New York $4.24B AUM 23.1% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Poehling Capital Management's DIA Position: Q3 2018 in Review

Poehling Capital Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2018, closing a stake of 14 shares — an estimated $3K sold.

Poehling Capital Management first reported a position in DIA in Q4 2017 and held it in 3 quarters. The position peaked at $3K in Q2 2018. 608 funds tracked by Wall St. Rank hold DIA as of Q3 2018.

Poehling Capital Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2018 after selling out during the quarter.
Poehling Capital Management sold 14 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2018, an estimated $3K.
Poehling Capital Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2017 and held it in 3 quarters.
Poehling Capital Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $3K in Q2 2018.
608 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2018.

Based on Poehling Capital Management's 13F filing for Q3 2018, filed 13 Nov 2018.