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Harel Insurance Investments & Financial Services’s Five Below FIVE Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio FIVE Stock Details FIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-175
Closed -$7K – 441
2016
Q4 		$7K Sell
175
-600
-77% -$23.6K ﹤0.01% 321
2016
Q3 		$31K Sell
775
-200
-21% -$9.26K ﹤0.01% 258
2016
Q2 		$45K Sell
975
-240
-20% -$10K 0.01% 358
2016
Q1 		$50K Buy
+1,215
New +$44.4K 0.01% 209

Other funds holding FIVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harel Insurance Investments & Financial Services's FIVE Position: Q1 2017 in Review

Harel Insurance Investments & Financial Services sold out of Five Below (FIVE) in Q1 2017, closing a stake of 175 shares — an estimated $7K sold.

Harel Insurance Investments & Financial Services first reported a position in FIVE in Q1 2016 and held it in 4 quarters. The position peaked at $50K in Q1 2016. 268 funds tracked by Wall St. Rank hold FIVE as of Q1 2017.

  • Harel Insurance Investments & Financial Services reported no remaining Five Below position as of Q1 2017 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 175 Five Below shares in Q1 2017, an estimated $7K.
  • Harel Insurance Investments & Financial Services first reported a position in Five Below in Q1 2016 and held it in 4 quarters.
  • Harel Insurance Investments & Financial Services's Five Below position peaked at $50K in Q1 2016.
  • 268 funds tracked by Wall St. Rank held Five Below as of Q1 2017.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2017, filed 8 May 2017.