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Harel Insurance Investments & Financial Services’s iShares US Telecommunications ETF IYZ Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio IYZ Stock Details IYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-1,150
Closed -$38K – 584
2016
Q2 		$38K Buy
+1,150
New +$36K ﹤0.01% 380

Other funds holding IYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Harel Insurance Investments & Financial Services sold out of iShares US Telecommunications ETF (IYZ) in Q3 2016, closing a stake of 1,150 shares — an estimated $38K sold.

Harel Insurance Investments & Financial Services first reported a position in IYZ in Q2 2016 and held it in 1 quarter. The position peaked at $38K in Q2 2016. 124 funds tracked by Wall St. Rank hold IYZ as of Q3 2016.

  • Harel Insurance Investments & Financial Services reported no remaining iShares US Telecommunications ETF position as of Q3 2016 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 1,150 iShares US Telecommunications ETF shares in Q3 2016, an estimated $38K.
  • Harel Insurance Investments & Financial Services first reported a position in iShares US Telecommunications ETF in Q2 2016 and held it in 1 quarter.
  • Harel Insurance Investments & Financial Services's iShares US Telecommunications ETF position peaked at $38K in Q2 2016.
  • 124 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2016.

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