Harel Insurance Investments & Financial Services’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Hold	0	–	–	–	446
2016 Q4	–	Sell	-1,225	Closed	-$30K	–	436
2016 Q3	$30K	Sell	1,225 -325	-21%	-$8.22K	﹤0.01%	267
2016 Q2	$40K	Buy	+1,550	New	+$38K	﹤0.01%	373
2016 Q1	–	Sell	-2,500	Closed	-$58.2K	–	192
2015 Q4	$58K	Buy	+2,500	New	+$56.2K	0.01%	187

Other funds holding RSPS

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return

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

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

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

AIM

Advantage Investment Management Cedar Rapids, Iowa $128M AUM 3.61% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

JFM

Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return

FANJ

Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

Harel Insurance Investments & Financial Services's RSPS Position: Q4 2017 in Review

Harel Insurance Investments & Financial Services held its Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) position steady in Q4 2017 at 0 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Harel Insurance Investments & Financial Services first reported a position in RSPS in Q4 2015 and has held it in 3 quarters since. The position peaked at $58K in Q4 2015. 76 funds tracked by Wall St. Rank hold RSPS as of Q4 2017.

Harel Insurance Investments & Financial Services held 0 shares of Invesco S&P 500 Equal Weight Consumer Staples ETF worth $5K as of Q4 2017.
Harel Insurance Investments & Financial Services left its Invesco S&P 500 Equal Weight Consumer Staples ETF share count unchanged in Q4 2017.
Invesco S&P 500 Equal Weight Consumer Staples ETF made up ﹤0.01% of Harel Insurance Investments & Financial Services's portfolio in Q4 2017, its #446 holding.
Harel Insurance Investments & Financial Services first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q4 2015 and has held it in 3 quarters since.
Harel Insurance Investments & Financial Services's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $58K in Q4 2015.
76 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q4 2017.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2017, filed 1 Feb 2018.