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Harel Insurance Investments & Financial Services’s Invesco S&P SmallCap Utilities & Communication Services ETF PSCU Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio PSCU Stock Details PSCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-300
Closed -$14K – 427
2016
Q3 		$14K Hold
300
– – ﹤0.01% 354
2016
Q2 		$15K Buy
+300
New +$13.7K ﹤0.01% 507
2016
Q1 		– Sell
-500
Closed -$21.2K – 265
2015
Q4 		$21K Buy
+500
New +$20.4K ﹤0.01% 251

Other funds holding PSCU

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

Harel Insurance Investments & Financial Services sold out of Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) in Q4 2016, closing a stake of 300 shares — an estimated $14K sold.

Harel Insurance Investments & Financial Services first reported a position in PSCU in Q4 2015 and held it in 3 quarters. The position peaked at $21K in Q4 2015. 26 funds tracked by Wall St. Rank hold PSCU as of Q4 2016.

  • Harel Insurance Investments & Financial Services reported no remaining Invesco S&P SmallCap Utilities & Communication Services ETF position as of Q4 2016 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 300 Invesco S&P SmallCap Utilities & Communication Services ETF shares in Q4 2016, an estimated $14K.
  • Harel Insurance Investments & Financial Services first reported a position in Invesco S&P SmallCap Utilities & Communication Services ETF in Q4 2015 and held it in 3 quarters.
  • Harel Insurance Investments & Financial Services's Invesco S&P SmallCap Utilities & Communication Services ETF position peaked at $21K in Q4 2015.
  • 26 funds tracked by Wall St. Rank held Invesco S&P SmallCap Utilities & Communication Services ETF as of Q4 2016.

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