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Bank Hapoalim BM’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Bank Hapoalim BM’s Portfolio PKW Stock Details PKW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-3,115
Closed -$215K – 180
2019
Q4 		$215K Buy
+3,115
New +$205K 0.05% 167
2018
Q4 		– Sell
-4,957
Closed -$302K – 190
2018
Q3 		$302K Hold
4,957
– – 0.07% 155
2018
Q2 		$281K Sell
4,957
-1,889
-28% -$109K 0.08% 156
2018
Q1 		$390K Hold
6,846
– – 0.1% 136
2017
Q4 		$404K Sell
6,846
-925
-12% -$52.6K 0.09% 143
2017
Q3 		$432K Sell
7,771
-785
-9% -$42.5K 0.1% 149
2017
Q2 		$459K Sell
8,556
-651
-7% -$34.1K 0.11% 133
2017
Q1 		$478K Sell
9,207
-392
-4% -$20.3K 0.11% 126
2016
Q4 		$484K Sell
9,599
-33
-0.3% -$1.62K 0.13% 117
2016
Q3 		$457K Buy
9,632
+389
+4% +$18.3K 0.11% 132
2016
Q2 		$418K Sell
9,243
-172
-2% -$7.82K 0.1% 131
2016
Q1 		$427K Sell
9,415
-764
-8% -$32.9K 0.1% 113
2015
Q4 		$463K Sell
10,179
-1,419
-12% -$65.8K 0.11% 113
2015
Q3 		$508K Sell
11,598
-130
-1% -$6.11K 0.12% 107
2015
Q2 		$570K Sell
11,728
-856
-7% -$42.4K 0.11% 118
2015
Q1 		$621K Sell
12,584
-342
-3% -$16.6K 0.11% 107
2014
Q4 		$621K Buy
12,926
+112
+0.9% +$5.16K 0.13% 103
2014
Q3 		$573K Sell
12,814
-623
-5% -$28.1K 0.13% 100
2014
Q2 		$603K Buy
13,437
+1,907
+17% +$83.4K 0.15% 90
2014
Q1 		$502K Buy
11,530
+340
+3% +$14.5K 0.14% 89
2013
Q4 		$482K Buy
+11,190
New +$459K 0.15% 87

Other funds holding PKW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CAG
Curtis Advisory Group Santa Barbara, California $515M AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank Hapoalim BM's PKW Position: Q1 2020 in Review

Bank Hapoalim BM sold out of Invesco BuyBack Achievers ETF (PKW) in Q1 2020, closing a stake of 3,115 shares — an estimated $215K sold.

Bank Hapoalim BM first reported a position in PKW in Q4 2013 and held it in 21 quarters. The position peaked at $621K in Q1 2015. 159 funds tracked by Wall St. Rank hold PKW as of Q1 2020.

  • Bank Hapoalim BM reported no remaining Invesco BuyBack Achievers ETF position as of Q1 2020 after selling out during the quarter.
  • Bank Hapoalim BM sold 3,115 Invesco BuyBack Achievers ETF shares in Q1 2020, an estimated $215K.
  • Bank Hapoalim BM first reported a position in Invesco BuyBack Achievers ETF in Q4 2013 and held it in 21 quarters.
  • Bank Hapoalim BM's Invesco BuyBack Achievers ETF position peaked at $621K in Q1 2015.
  • 159 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2020.

Based on Bank Hapoalim BM's 13F filing for Q1 2020, filed 6 May 2020.