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Harel Insurance Investments & Financial Services’s Icahn Enterprises IEP Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio IEP Stock Details IEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-220
Closed -$12K – 569
2016
Q2 		$12K Buy
+220
New +$12.6K ﹤0.01% 540

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JAFL
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RIA
RPG Investment Advisory Pleasanton, California $973M AUM 39.93% 1-Year Est. Return
GXMC
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MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Harel Insurance Investments & Financial Services's IEP Position: Q3 2016 in Review

Harel Insurance Investments & Financial Services sold out of Icahn Enterprises (IEP) in Q3 2016, closing a stake of 220 shares — an estimated $12K sold.

Harel Insurance Investments & Financial Services first reported a position in IEP in Q2 2016 and held it in 1 quarter. The position peaked at $12K in Q2 2016. 89 funds tracked by Wall St. Rank hold IEP as of Q3 2016.

  • Harel Insurance Investments & Financial Services reported no remaining Icahn Enterprises position as of Q3 2016 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 220 Icahn Enterprises shares in Q3 2016, an estimated $12K.
  • Harel Insurance Investments & Financial Services first reported a position in Icahn Enterprises in Q2 2016 and held it in 1 quarter.
  • Harel Insurance Investments & Financial Services's Icahn Enterprises position peaked at $12K in Q2 2016.
  • 89 funds tracked by Wall St. Rank held Icahn Enterprises as of Q3 2016.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2016, filed 14 Nov 2016.