Harel Insurance Investments & Financial Services’s Invesco BuyBack Achievers ETF PKW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-100	Closed	-$5K	–	438
2017 Q1	$5K	Buy	+100	New	+$5.17K	﹤0.01%	407
2016 Q4	–	Hold	0	–	–	–	336
2016 Q3	–	Hold	0	–	–	–	425
2016 Q2	–	Hold	0	–	–	–	623

Other funds holding PKW

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIH

Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Harel Insurance Investments & Financial Services's PKW Position: Q2 2017 in Review

Harel Insurance Investments & Financial Services sold out of Invesco BuyBack Achievers ETF (PKW) in Q2 2017, closing a stake of 100 shares — an estimated $5K sold.

Harel Insurance Investments & Financial Services first reported a position in PKW in Q1 2017 and held it in 1 quarter. The position peaked at $5K in Q1 2017. 131 funds tracked by Wall St. Rank hold PKW as of Q2 2017.

Harel Insurance Investments & Financial Services reported no remaining Invesco BuyBack Achievers ETF position as of Q2 2017 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 100 Invesco BuyBack Achievers ETF shares in Q2 2017, an estimated $5K.
Harel Insurance Investments & Financial Services first reported a position in Invesco BuyBack Achievers ETF in Q1 2017 and held it in 1 quarter.
Harel Insurance Investments & Financial Services's Invesco BuyBack Achievers ETF position peaked at $5K in Q1 2017.
131 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2017.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2017, filed 2 Aug 2017.