Harel Insurance Investments & Financial Services’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio KIE Stock Details KIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-1,800	Closed	-$53K	–	433
2017 Q2	$53K	Hold	1,800	–	–	﹤0.01%	291
2017 Q1	$51K	Sell	1,800 -13,854	-89%	-$394K	﹤0.01%	262
2016 Q4	$433K	Buy	15,654 +11,100	+244%	+$291K	0.06%	78
2016 Q3	$112K	Hold	4,554	–	–	0.02%	154
2016 Q2	$108K	Buy	+4,554	New	+$107K	0.01%	230
2016 Q1	–	Sell	-5,820	Closed	-$128K	–	143
2015 Q4	$135K	Buy	+5,820	New	+$137K	0.02%	128

Other funds holding KIE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NEIRG

New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return

Harel Insurance Investments & Financial Services's KIE Position: Q3 2017 in Review

Harel Insurance Investments & Financial Services sold out of State Street SPDR S&P Insurance ETF (KIE) in Q3 2017, closing a stake of 1,800 shares — an estimated $53K sold.

Harel Insurance Investments & Financial Services first reported a position in KIE in Q4 2015 and held it in 6 quarters. The position peaked at $433K in Q4 2016. 94 funds tracked by Wall St. Rank hold KIE as of Q3 2017.

Harel Insurance Investments & Financial Services reported no remaining State Street SPDR S&P Insurance ETF position as of Q3 2017 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 1,800 State Street SPDR S&P Insurance ETF shares in Q3 2017, an estimated $53K.
Harel Insurance Investments & Financial Services first reported a position in State Street SPDR S&P Insurance ETF in Q4 2015 and held it in 6 quarters.
Harel Insurance Investments & Financial Services's State Street SPDR S&P Insurance ETF position peaked at $433K in Q4 2016.
94 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2017.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2017, filed 2 Nov 2017.