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Harel Insurance Investments & Financial Services’s First Trust S&P REIT Index Fund FRI Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio FRI Stock Details FRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-200
Closed -$5K – 392
2016
Q3 		$5K Buy
+200
New +$4.97K ﹤0.01% 421

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FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Harel Insurance Investments & Financial Services's FRI Position: Q4 2016 in Review

Harel Insurance Investments & Financial Services sold out of First Trust S&P REIT Index Fund (FRI) in Q4 2016, closing a stake of 200 shares — an estimated $5K sold.

Harel Insurance Investments & Financial Services first reported a position in FRI in Q3 2016 and held it in 1 quarter. The position peaked at $5K in Q3 2016. 57 funds tracked by Wall St. Rank hold FRI as of Q4 2016.

  • Harel Insurance Investments & Financial Services reported no remaining First Trust S&P REIT Index Fund position as of Q4 2016 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 200 First Trust S&P REIT Index Fund shares in Q4 2016, an estimated $5K.
  • Harel Insurance Investments & Financial Services first reported a position in First Trust S&P REIT Index Fund in Q3 2016 and held it in 1 quarter.
  • Harel Insurance Investments & Financial Services's First Trust S&P REIT Index Fund position peaked at $5K in Q3 2016.
  • 57 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q4 2016.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2016, filed 6 Feb 2017.