Harel Insurance Investments & Financial Services’s Invesco S&P Financials Revenue ETF RWW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-6,830	Closed	-$393K	–	496
2016 Q4	$393K	Hold	6,830	–	–	0.06%	81
2016 Q3	$330K	Sell	6,830 -30	-0.4%	-$1.43K	0.04%	92
2016 Q2	$309K	Buy	+6,860	New	+$316K	0.04%	121

Other funds holding RWW

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

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

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

RJFSA

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

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

Harel Insurance Investments & Financial Services sold out of Invesco S&P Financials Revenue ETF (RWW) in Q1 2017, closing a stake of 6,830 shares — an estimated $393K sold.

Harel Insurance Investments & Financial Services first reported a position in RWW in Q2 2016 and held it in 3 quarters. The position peaked at $393K in Q4 2016. 18 funds tracked by Wall St. Rank hold RWW as of Q1 2017.

Harel Insurance Investments & Financial Services reported no remaining Invesco S&P Financials Revenue ETF position as of Q1 2017 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 6,830 Invesco S&P Financials Revenue ETF shares in Q1 2017, an estimated $393K.
Harel Insurance Investments & Financial Services first reported a position in Invesco S&P Financials Revenue ETF in Q2 2016 and held it in 3 quarters.
Harel Insurance Investments & Financial Services's Invesco S&P Financials Revenue ETF position peaked at $393K in Q4 2016.
18 funds tracked by Wall St. Rank held Invesco S&P Financials Revenue ETF as of Q1 2017.

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