Harel Insurance Investments & Financial Services’s Alerian MLP ETF AMLP Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio AMLP Stock Details AMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-220	Closed	-$11K	–	475
2018 Q2	$11K	Hold	220	–	–	﹤0.01%	426
2018 Q1	$10K	Buy	+220	New	+$11.8K	﹤0.01%	416
2017 Q4	–	Sell	-220	Closed	-$11.8K	–	421
2017 Q3	$12K	Hold	220	–	–	﹤0.01%	381
2017 Q2	$13K	Hold	220	–	–	﹤0.01%	378
2017 Q1	$14K	Buy	+220	New	+$14.1K	﹤0.01%	359

Other funds holding AMLP

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Harel Insurance Investments & Financial Services's AMLP Position: Q3 2018 in Review

Harel Insurance Investments & Financial Services sold out of Alerian MLP ETF (AMLP) in Q3 2018, closing a stake of 220 shares — an estimated $11K sold.

Harel Insurance Investments & Financial Services first reported a position in AMLP in Q1 2017 and held it in 5 quarters. The position peaked at $14K in Q1 2017. 592 funds tracked by Wall St. Rank hold AMLP as of Q3 2018.

Harel Insurance Investments & Financial Services reported no remaining Alerian MLP ETF position as of Q3 2018 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 220 Alerian MLP ETF shares in Q3 2018, an estimated $11K.
Harel Insurance Investments & Financial Services first reported a position in Alerian MLP ETF in Q1 2017 and held it in 5 quarters.
Harel Insurance Investments & Financial Services's Alerian MLP ETF position peaked at $14K in Q1 2017.
592 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2018.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2018, filed 29 Oct 2018.