Harel Insurance Investments & Financial Services’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-24,156	Closed	-$511K	–	110
2017 Q3	$513K	Sell	24,156 -3,778	-14%	-$80.3K	0.04%	92
2017 Q2	$594K	Hold	27,934	–	–	0.05%	95
2017 Q1	$593K	Buy	+27,934	New	+$592K	0.05%	80
2016 Q4	–	Sell	-31,166	Closed	-$662K	–	67
2016 Q3	$665K	Buy	31,166 +1,215	+4%	+$26K	0.09%	70
2016 Q2	$642K	Buy	+29,951	New	+$637K	0.08%	77
2016 Q1	–	Hold	0	–	–	–	70

Other funds holding BSCJ

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

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

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

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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return

Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Harel Insurance Investments & Financial Services's BSCJ Position: Q4 2017 in Review

Harel Insurance Investments & Financial Services sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q4 2017, closing a stake of 24,156 shares — an estimated $511K sold.

Harel Insurance Investments & Financial Services first reported a position in BSCJ in Q2 2016 and held it in 5 quarters. The position peaked at $665K in Q3 2016. 166 funds tracked by Wall St. Rank hold BSCJ as of Q4 2017.

Harel Insurance Investments & Financial Services reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 24,156 Invesco BulletShares 2019 Corporate Bond ETF shares in Q4 2017, an estimated $511K.
Harel Insurance Investments & Financial Services first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q2 2016 and held it in 5 quarters.
Harel Insurance Investments & Financial Services's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $665K in Q3 2016.
166 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q4 2017.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2017, filed 1 Feb 2018.