HIIFS
ROOF

Harel Insurance Investments & Financial Services’s NYLI CBRE NextGen Real Estate ETF ROOF Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio ROOF Stock Details ROOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-200
Closed -$5K – 457
2016
Q3 		$5K Buy
+200
New +$5.57K ﹤0.01% 429

Other funds holding ROOF

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CP
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TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Harel Insurance Investments & Financial Services sold out of NYLI CBRE NextGen Real Estate ETF (ROOF) in Q4 2016, closing a stake of 200 shares — an estimated $5K sold.

Harel Insurance Investments & Financial Services first reported a position in ROOF in Q3 2016 and held it in 1 quarter. The position peaked at $5K in Q3 2016. 33 funds tracked by Wall St. Rank hold ROOF as of Q4 2016.

  • Harel Insurance Investments & Financial Services reported no remaining NYLI CBRE NextGen Real Estate ETF position as of Q4 2016 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 200 NYLI CBRE NextGen Real Estate ETF shares in Q4 2016, an estimated $5K.
  • Harel Insurance Investments & Financial Services first reported a position in NYLI CBRE NextGen Real Estate ETF in Q3 2016 and held it in 1 quarter.
  • Harel Insurance Investments & Financial Services's NYLI CBRE NextGen Real Estate ETF position peaked at $5K in Q3 2016.
  • 33 funds tracked by Wall St. Rank held NYLI CBRE NextGen Real Estate ETF as of Q4 2016.

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