Harel Insurance Investments & Financial Services’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-2,500	Closed	-$101K	–	435
2017 Q2	$101K	Hold	2,500	–	–	0.01%	236
2017 Q1	$101K	Buy	+2,500	New	+$100K	0.01%	210

Other funds holding SPHD

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

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

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

BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return

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

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

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

RJA

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

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

Harel Insurance Investments & Financial Services's SPHD Position: Q3 2017 in Review

Harel Insurance Investments & Financial Services sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q3 2017, closing a stake of 2,500 shares — an estimated $101K sold.

Harel Insurance Investments & Financial Services first reported a position in SPHD in Q1 2017 and held it in 2 quarters. The position peaked at $101K in Q2 2017. 178 funds tracked by Wall St. Rank hold SPHD as of Q3 2017.

Harel Insurance Investments & Financial Services reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q3 2017 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 2,500 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2017, an estimated $101K.
Harel Insurance Investments & Financial Services first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2017 and held it in 2 quarters.
Harel Insurance Investments & Financial Services's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $101K in Q2 2017.
178 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2017.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2017, filed 2 Nov 2017.