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Harel Insurance Investments & Financial Services’s iShares Global Materials ETF MXI Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio MXI Stock Details MXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-1,100
Closed -$54K – 604
2016
Q2 		$54K Buy
+1,100
New +$54.2K 0.01% 334

Other funds holding MXI

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Harel Insurance Investments & Financial Services sold out of iShares Global Materials ETF (MXI) in Q3 2016, closing a stake of 1,100 shares — an estimated $54K sold.

Harel Insurance Investments & Financial Services first reported a position in MXI in Q2 2016 and held it in 1 quarter. The position peaked at $54K in Q2 2016. 59 funds tracked by Wall St. Rank hold MXI as of Q3 2016.

  • Harel Insurance Investments & Financial Services reported no remaining iShares Global Materials ETF position as of Q3 2016 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 1,100 iShares Global Materials ETF shares in Q3 2016, an estimated $54K.
  • Harel Insurance Investments & Financial Services first reported a position in iShares Global Materials ETF in Q2 2016 and held it in 1 quarter.
  • Harel Insurance Investments & Financial Services's iShares Global Materials ETF position peaked at $54K in Q2 2016.
  • 59 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q3 2016.

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