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Harel Insurance Investments & Financial Services’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio SPHQ Stock Details SPHQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,750
Closed -$49K – 505
2018
Q4 		$49K Hold
1,750
– – ﹤0.01% 299
2018
Q3 		$57K Buy
+1,750
New +$55.4K ﹤0.01% 326

Other funds holding SPHQ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Harel Insurance Investments & Financial Services's SPHQ Position: Q1 2019 in Review

Harel Insurance Investments & Financial Services sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q1 2019, closing a stake of 1,750 shares — an estimated $49K sold.

Harel Insurance Investments & Financial Services first reported a position in SPHQ in Q3 2018 and held it in 2 quarters. The position peaked at $57K in Q3 2018. 151 funds tracked by Wall St. Rank hold SPHQ as of Q1 2019.

  • Harel Insurance Investments & Financial Services reported no remaining Invesco S&P 500 Quality ETF position as of Q1 2019 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 1,750 Invesco S&P 500 Quality ETF shares in Q1 2019, an estimated $49K.
  • Harel Insurance Investments & Financial Services first reported a position in Invesco S&P 500 Quality ETF in Q3 2018 and held it in 2 quarters.
  • Harel Insurance Investments & Financial Services's Invesco S&P 500 Quality ETF position peaked at $57K in Q3 2018.
  • 151 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2019.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2019, filed 18 Apr 2019.