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Harel Insurance Investments & Financial Services’s iShares Global Industrials ETF EXI Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio EXI Stock Details EXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-5,700
Closed -$483K – 425
2017
Q2 		$483K Hold
5,700
– – 0.04% 106
2017
Q1 		$458K Buy
+5,700
New +$449K 0.04% 94
2016
Q3 		– Sell
-550
Closed -$38K – 537
2016
Q2 		$38K Buy
+550
New +$38.7K ﹤0.01% 378

Other funds holding EXI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Harel Insurance Investments & Financial Services's EXI Position: Q3 2017 in Review

Harel Insurance Investments & Financial Services sold out of iShares Global Industrials ETF (EXI) in Q3 2017, closing a stake of 5,700 shares — an estimated $483K sold.

Harel Insurance Investments & Financial Services first reported a position in EXI in Q2 2016 and held it in 3 quarters. The position peaked at $483K in Q2 2017. 49 funds tracked by Wall St. Rank hold EXI as of Q3 2017.

  • Harel Insurance Investments & Financial Services reported no remaining iShares Global Industrials ETF position as of Q3 2017 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 5,700 iShares Global Industrials ETF shares in Q3 2017, an estimated $483K.
  • Harel Insurance Investments & Financial Services first reported a position in iShares Global Industrials ETF in Q2 2016 and held it in 3 quarters.
  • Harel Insurance Investments & Financial Services's iShares Global Industrials ETF position peaked at $483K in Q2 2017.
  • 49 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q3 2017.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2017, filed 2 Nov 2017.