Clal Insurance’s Vanguard Financials ETF VFH Stock Holding History

Clal Insurance’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
2015 Q3	–	Sell	-39,588	Closed	-$1.97M	–	103
2015 Q2	$1.97M	Hold	39,588	–	–	0.05%	72
2015 Q1	$1.95M	Hold	39,588	–	–	0.05%	75
2014 Q4	$1.97M	Buy	+39,588	New	+$1.9M	0.05%	78

Other funds holding VFH

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return

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

TCOO

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Clal Insurance's VFH Position: Q3 2015 in Review

Clal Insurance sold out of Vanguard Financials ETF (VFH) in Q3 2015, closing a stake of 39,588 shares — an estimated $1.97M sold.

Clal Insurance first reported a position in VFH in Q4 2014 and held it in 3 quarters. The position peaked at $1.97M in Q4 2014. 132 funds tracked by Wall St. Rank hold VFH as of Q3 2015.

Clal Insurance reported no remaining Vanguard Financials ETF position as of Q3 2015 after selling out during the quarter.
Clal Insurance sold 39,588 Vanguard Financials ETF shares in Q3 2015, an estimated $1.97M.
Clal Insurance first reported a position in Vanguard Financials ETF in Q4 2014 and held it in 3 quarters.
Clal Insurance's Vanguard Financials ETF position peaked at $1.97M in Q4 2014.
132 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2015.

Based on Clal Insurance's 13F filing for Q3 2015, filed 5 Nov 2015.