Harel Insurance Investments & Financial Services’s MINDBODY, Inc. Class A Common Stock MB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-390	Closed	-$8K	–	474
2016 Q3	$8K	Sell	390 -10	-3%	-$175	﹤0.01%	402
2016 Q2	$6K	Sell	400 -300	-43%	-$4.2K	﹤0.01%	613
2016 Q1	$9K	Hold	700	–	–	﹤0.01%	368
2015 Q4	$11K	Buy	+700	New	+$11.3K	﹤0.01%	296

Other funds holding MB

LCG

Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

IVMX

Institutional Venture Management XIII Menlo Park, California $54.2M AUM 12.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

NCGI

Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CRCM

Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Harel Insurance Investments & Financial Services's MB Position: Q4 2016 in Review

Harel Insurance Investments & Financial Services sold out of MINDBODY, Inc. Class A Common Stock (MB) in Q4 2016, closing a stake of 390 shares — an estimated $8K sold.

Harel Insurance Investments & Financial Services first reported a position in MB in Q4 2015 and held it in 4 quarters. The position peaked at $11K in Q4 2015. 102 funds tracked by Wall St. Rank hold MB as of Q4 2016.

Harel Insurance Investments & Financial Services reported no remaining MINDBODY, Inc. Class A Common Stock position as of Q4 2016 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 390 MINDBODY, Inc. Class A Common Stock shares in Q4 2016, an estimated $8K.
Harel Insurance Investments & Financial Services first reported a position in MINDBODY, Inc. Class A Common Stock in Q4 2015 and held it in 4 quarters.
Harel Insurance Investments & Financial Services's MINDBODY, Inc. Class A Common Stock position peaked at $11K in Q4 2015.
102 funds tracked by Wall St. Rank held MINDBODY, Inc. Class A Common Stock as of Q4 2016.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2016, filed 6 Feb 2017.