Bank Hapoalim BM’s Invesco Building & Construction ETF PKB Stock Holding History

Bank Hapoalim BM’s Portfolio PKB Stock Details PKB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-6,745	Closed	-$211K	–	202
2018 Q1	$211K	Sell	6,745 -27,300	-80%	-$901K	0.05%	174
2017 Q4	$1.18K	Sell	34,045 -5,570	-14%	-$185K	0.26%	73
2017 Q3	$1.24M	Sell	39,615 -9,465	-19%	-$280K	0.28%	71
2017 Q2	$1.47M	Sell	49,080 -8,735	-15%	-$257K	0.35%	60
2017 Q1	$1.69M	Sell	57,815 -5,185	-8%	-$149K	0.4%	58
2016 Q4	$1.76M	Buy	+63,000	New	+$1.68M	0.47%	51

Other funds holding PKB

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

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

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

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

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

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

KFA

Kabarec Financial Advisors Palatine, Illinois $131M AUM

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank Hapoalim BM's PKB Position: Q2 2018 in Review

Bank Hapoalim BM sold out of Invesco Building & Construction ETF (PKB) in Q2 2018, closing a stake of 6,745 shares — an estimated $211K sold.

Bank Hapoalim BM first reported a position in PKB in Q4 2016 and held it in 6 quarters. The position peaked at $1.76M in Q4 2016. 57 funds tracked by Wall St. Rank hold PKB as of Q2 2018.

Bank Hapoalim BM reported no remaining Invesco Building & Construction ETF position as of Q2 2018 after selling out during the quarter.
Bank Hapoalim BM sold 6,745 Invesco Building & Construction ETF shares in Q2 2018, an estimated $211K.
Bank Hapoalim BM first reported a position in Invesco Building & Construction ETF in Q4 2016 and held it in 6 quarters.
Bank Hapoalim BM's Invesco Building & Construction ETF position peaked at $1.76M in Q4 2016.
57 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q2 2018.

Based on Bank Hapoalim BM's 13F filing for Q2 2018, filed 24 Jul 2018.