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Harel Insurance Investments & Financial Services’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio RSPG Stock Details RSPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-200
Closed -$12K – 434
2016
Q3 		$12K Hold
200
– – ﹤0.01% 376
2016
Q2 		$11K Buy
+200
New +$10.7K ﹤0.01% 552
2016
Q1 		– Sell
-300
Closed -$13.3K – 316
2015
Q4 		$14K Buy
+300
New +$15.7K ﹤0.01% 282

Other funds holding RSPG

WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Harel Insurance Investments & Financial Services sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q4 2016, closing a stake of 200 shares — an estimated $12K sold.

Harel Insurance Investments & Financial Services first reported a position in RSPG in Q4 2015 and held it in 3 quarters. The position peaked at $14K in Q4 2015. 62 funds tracked by Wall St. Rank hold RSPG as of Q4 2016.

  • Harel Insurance Investments & Financial Services reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q4 2016 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 200 Invesco S&P 500 Equal Weight Energy ETF shares in Q4 2016, an estimated $12K.
  • Harel Insurance Investments & Financial Services first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q4 2015 and held it in 3 quarters.
  • Harel Insurance Investments & Financial Services's Invesco S&P 500 Equal Weight Energy ETF position peaked at $14K in Q4 2015.
  • 62 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q4 2016.

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