Bank Hapoalim BM’s Vanguard Financials ETF VFH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-90,000	Closed	-$5.88M	–	218
2017 Q3	$5.88M	Hold	90,000	–	–	1.34%	19
2017 Q2	$5.63M	Hold	90,000	–	–	1.34%	18
2017 Q1	$5.44M	Hold	90,000	–	–	1.28%	20
2016 Q4	$5.34M	Hold	90,000	–	–	1.43%	19
2016 Q3	$4.44M	Sell	90,000 -50,000	-36%	-$2.47M	1.05%	27
2016 Q2	$6.63M	Hold	140,000	–	–	1.55%	15
2016 Q1	$6.49M	Hold	140,000	–	–	1.54%	19
2015 Q4	$6.78M	Hold	140,000	–	–	1.54%	19
2015 Q3	$6.48M	Buy	+140,000	New	+$6.88M	1.51%	22

Other funds holding VFH

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank Hapoalim BM's VFH Position: Q4 2017 in Review

Bank Hapoalim BM sold out of Vanguard Financials ETF (VFH) in Q4 2017, closing a stake of 90,000 shares — an estimated $5.88M sold.

Bank Hapoalim BM first reported a position in VFH in Q3 2015 and held it in 9 quarters. The position peaked at $6.78M in Q4 2015. 327 funds tracked by Wall St. Rank hold VFH as of Q4 2017.

Bank Hapoalim BM reported no remaining Vanguard Financials ETF position as of Q4 2017 after selling out during the quarter.
Bank Hapoalim BM sold 90,000 Vanguard Financials ETF shares in Q4 2017, an estimated $5.88M.
Bank Hapoalim BM first reported a position in Vanguard Financials ETF in Q3 2015 and held it in 9 quarters.
Bank Hapoalim BM's Vanguard Financials ETF position peaked at $6.78M in Q4 2015.
327 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2017.

Based on Bank Hapoalim BM's 13F filing for Q4 2017, filed 5 Feb 2018.