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Harel Insurance Investments & Financial Services’s iShares US Financials ETF IYF Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-177,920
Closed -$10M – 488
2017
Q3 		$10M Hold
177,920
– – 0.82% 31
2017
Q2 		$9.59M Buy
177,920
+157,630
+777% +$8.24M 0.77% 30
2017
Q1 		$1.06M Buy
+20,290
New +$1.06M 0.09% 59

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UBS Group
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Wells Fargo
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Envestnet Asset Management
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LPL Financial
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Royal Bank of Canada
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Harel Insurance Investments & Financial Services's IYF Position: Q4 2017 in Review

Harel Insurance Investments & Financial Services sold out of iShares US Financials ETF (IYF) in Q4 2017, closing a stake of 177,920 shares — an estimated $10M sold.

Harel Insurance Investments & Financial Services first reported a position in IYF in Q1 2017 and held it in 3 quarters. The position peaked at $10M in Q3 2017. 221 funds tracked by Wall St. Rank hold IYF as of Q4 2017.

  • Harel Insurance Investments & Financial Services reported no remaining iShares US Financials ETF position as of Q4 2017 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 177,920 iShares US Financials ETF shares in Q4 2017, an estimated $10M.
  • Harel Insurance Investments & Financial Services first reported a position in iShares US Financials ETF in Q1 2017 and held it in 3 quarters.
  • Harel Insurance Investments & Financial Services's iShares US Financials ETF position peaked at $10M in Q3 2017.
  • 221 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2017.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2017, filed 1 Feb 2018.