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Harel Insurance Investments & Financial Services’s Invesco IVZ Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio IVZ Stock Details IVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-200
Closed -$6K – 454
2016
Q4 		$6K Sell
200
-900
-82% -$27.7K ﹤0.01% 328
2016
Q3 		$34K Hold
1,100
– – ﹤0.01% 248
2016
Q2 		$28K Buy
1,100
+320
+41% +$9.5K ﹤0.01% 416
2016
Q1 		$24K Sell
780
-20
-3% -$577 ﹤0.01% 260
2015
Q4 		$27K Buy
+800
New +$26.2K ﹤0.01% 234

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Harel Insurance Investments & Financial Services sold out of Invesco (IVZ) in Q1 2017, closing a stake of 200 shares — an estimated $6K sold.

Harel Insurance Investments & Financial Services first reported a position in IVZ in Q4 2015 and held it in 5 quarters. The position peaked at $34K in Q3 2016. 541 funds tracked by Wall St. Rank hold IVZ as of Q1 2017.

  • Harel Insurance Investments & Financial Services reported no remaining Invesco position as of Q1 2017 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 200 Invesco shares in Q1 2017, an estimated $6K.
  • Harel Insurance Investments & Financial Services first reported a position in Invesco in Q4 2015 and held it in 5 quarters.
  • Harel Insurance Investments & Financial Services's Invesco position peaked at $34K in Q3 2016.
  • 541 funds tracked by Wall St. Rank held Invesco as of Q1 2017.

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