Harel Insurance Investments & Financial Services’s First Trust NASDAQ ABA Community Bank Index Fund QABA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-80	Closed	-$4K	–	470
2016 Q4	$4K	Sell	80 -340	-81%	-$15.9K	﹤0.01%	345
2016 Q3	$17K	Hold	420	–	–	﹤0.01%	325
2016 Q2	$16K	Buy	+420	New	+$16K	﹤0.01%	493
2016 Q1	–	Sell	-500	Closed	-$17.7K	–	293
2015 Q4	$19K	Buy	+500	New	+$20K	﹤0.01%	256

Other funds holding QABA

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

SCM

SkyTop Capital Management Rutherford, New Jersey $96.8M AUM 2.63% 1-Year Est. Return

RJFSA

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

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

Harel Insurance Investments & Financial Services's QABA Position: Q1 2017 in Review

Harel Insurance Investments & Financial Services sold out of First Trust NASDAQ ABA Community Bank Index Fund (QABA) in Q1 2017, closing a stake of 80 shares — an estimated $4K sold.

Harel Insurance Investments & Financial Services first reported a position in QABA in Q4 2015 and held it in 4 quarters. The position peaked at $19K in Q4 2015. 76 funds tracked by Wall St. Rank hold QABA as of Q1 2017.

Harel Insurance Investments & Financial Services reported no remaining First Trust NASDAQ ABA Community Bank Index Fund position as of Q1 2017 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 80 First Trust NASDAQ ABA Community Bank Index Fund shares in Q1 2017, an estimated $4K.
Harel Insurance Investments & Financial Services first reported a position in First Trust NASDAQ ABA Community Bank Index Fund in Q4 2015 and held it in 4 quarters.
Harel Insurance Investments & Financial Services's First Trust NASDAQ ABA Community Bank Index Fund position peaked at $19K in Q4 2015.
76 funds tracked by Wall St. Rank held First Trust NASDAQ ABA Community Bank Index Fund as of Q1 2017.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2017, filed 8 May 2017.