Harel Insurance Investments & Financial Services’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-250	Closed	-$13.8K	–	323
2015 Q4	$14K	Buy	+250	New	+$14.2K	﹤0.01%	281

Other funds holding PSL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

SMG

Spectrum Management Group Indianapolis, Indiana $460M AUM 10.37% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Harel Insurance Investments & Financial Services's PSL Position: Q1 2016 in Review

Harel Insurance Investments & Financial Services sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q1 2016, closing a stake of 250 shares — an estimated $13.8K sold.

Harel Insurance Investments & Financial Services first reported a position in PSL in Q4 2015 and held it in 1 quarter. The position peaked at $14K in Q4 2015. 52 funds tracked by Wall St. Rank hold PSL as of Q1 2016.

Harel Insurance Investments & Financial Services reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q1 2016 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 250 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q1 2016, an estimated $13.8K.
Harel Insurance Investments & Financial Services first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q4 2015 and held it in 1 quarter.
Harel Insurance Investments & Financial Services's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $14K in Q4 2015.
52 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q1 2016.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2016, filed 2 May 2016.