Harel Insurance Investments & Financial Services’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-500	Closed	-$70K	–	518
2019 Q2	$70K	Sell	500 -500	-50%	-$69K	﹤0.01%	283
2019 Q1	$151K	Buy	+1,000	New	+$144K	0.01%	153
2017 Q3	–	Sell	-200	Closed	-$23K	–	427
2017 Q2	$23K	Hold	200	–	–	﹤0.01%	337
2017 Q1	$21K	Sell	200 -2,240	-92%	-$224K	﹤0.01%	314
2016 Q4	$222K	Buy	2,440 +50	+2%	+$4.68K	0.03%	103
2016 Q3	$238K	Buy	2,390 +90	+4%	+$8.83K	0.03%	102
2016 Q2	$206K	Buy	+2,300	New	+$211K	0.02%	155

Other funds holding FBT

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Harel Insurance Investments & Financial Services's FBT Position: Q3 2019 in Review

Harel Insurance Investments & Financial Services sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q3 2019, closing a stake of 500 shares — an estimated $70K sold.

Harel Insurance Investments & Financial Services first reported a position in FBT in Q2 2016 and held it in 7 quarters. The position peaked at $238K in Q3 2016. 188 funds tracked by Wall St. Rank hold FBT as of Q3 2019.

Harel Insurance Investments & Financial Services reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q3 2019 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 500 First Trust NYSE Arca Biotechnology Index Fund shares in Q3 2019, an estimated $70K.
Harel Insurance Investments & Financial Services first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2016 and held it in 7 quarters.
Harel Insurance Investments & Financial Services's First Trust NYSE Arca Biotechnology Index Fund position peaked at $238K in Q3 2016.
188 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2019.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2019, filed 6 Nov 2019.