Harel Insurance Investments & Financial Services’s Sprott Gold Miners ETF SGDM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-600	Closed	-$15K	–	517
2019 Q4	$15K	Hold	600	–	–	﹤0.01%	423
2019 Q3	$14K	Hold	600	–	–	﹤0.01%	413
2019 Q2	$13K	Hold	600	–	–	﹤0.01%	412
2019 Q1	$11K	Hold	600	–	–	﹤0.01%	398
2018 Q4	$10K	Hold	600	–	–	﹤0.01%	410
2018 Q3	$9K	Hold	600	–	–	﹤0.01%	448
2018 Q2	$12K	Hold	600	–	–	﹤0.01%	425
2018 Q1	$12K	Buy	+600	New	+$12.1K	﹤0.01%	413
2017 Q4	–	Sell	-600	Closed	-$12.2K	–	423
2017 Q3	$13K	Hold	600	–	–	﹤0.01%	379
2017 Q2	$12K	Hold	600	–	–	﹤0.01%	386
2017 Q1	$12K	Buy	+600	New	+$12.6K	﹤0.01%	377

Other funds holding SGDM

Auxano Advisors Bellevue, Washington $528M AUM 23.67% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harel Insurance Investments & Financial Services's SGDM Position: Q1 2020 in Review

Harel Insurance Investments & Financial Services sold out of Sprott Gold Miners ETF (SGDM) in Q1 2020, closing a stake of 600 shares — an estimated $15K sold.

Harel Insurance Investments & Financial Services first reported a position in SGDM in Q1 2017 and held it in 11 quarters. The position peaked at $15K in Q4 2019. 36 funds tracked by Wall St. Rank hold SGDM as of Q1 2020.

Harel Insurance Investments & Financial Services reported no remaining Sprott Gold Miners ETF position as of Q1 2020 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 600 Sprott Gold Miners ETF shares in Q1 2020, an estimated $15K.
Harel Insurance Investments & Financial Services first reported a position in Sprott Gold Miners ETF in Q1 2017 and held it in 11 quarters.
Harel Insurance Investments & Financial Services's Sprott Gold Miners ETF position peaked at $15K in Q4 2019.
36 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q1 2020.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2020, filed 28 Apr 2020.