Harel Insurance Investments & Financial Services’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-1,070	Closed	-$28K	–	438
2016 Q3	$28K	Hold	1,070	–	–	﹤0.01%	277
2016 Q2	$24K	Sell	1,070 -180	-14%	-$4.28K	﹤0.01%	438
2016 Q1	$27K	Sell	1,250 -1,250	-50%	-$28.6K	﹤0.01%	253
2015 Q4	$79K	Buy	+2,500	New	+$76.6K	0.01%	167

Other funds holding SBIO

RJA

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

Harel Insurance Investments & Financial Services sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q4 2016, closing a stake of 1,070 shares — an estimated $28K sold.

Harel Insurance Investments & Financial Services first reported a position in SBIO in Q4 2015 and held it in 4 quarters. The position peaked at $79K in Q4 2015. 26 funds tracked by Wall St. Rank hold SBIO as of Q4 2016.

Harel Insurance Investments & Financial Services reported no remaining ALPS Medical Breakthroughs ETF position as of Q4 2016 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 1,070 ALPS Medical Breakthroughs ETF shares in Q4 2016, an estimated $28K.
Harel Insurance Investments & Financial Services first reported a position in ALPS Medical Breakthroughs ETF in Q4 2015 and held it in 4 quarters.
Harel Insurance Investments & Financial Services's ALPS Medical Breakthroughs ETF position peaked at $79K in Q4 2015.
26 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q4 2016.

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