Harel Insurance Investments & Financial Services’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-7,000	Closed	-$247K	–	783
2020 Q3	$247K	Sell	7,000 -8,000	-53%	-$290K	0.01%	280
2020 Q2	$533K	Buy	+15,000	New	+$506K	0.02%	118

Other funds holding SRVR

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

RJFSA

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

RJA

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

Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Harel Insurance Investments & Financial Services's SRVR Position: Q4 2020 in Review

Harel Insurance Investments & Financial Services sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q4 2020, closing a stake of 7,000 shares — an estimated $247K sold.

Harel Insurance Investments & Financial Services first reported a position in SRVR in Q2 2020 and held it in 2 quarters. The position peaked at $533K in Q2 2020. 130 funds tracked by Wall St. Rank hold SRVR as of Q4 2020.

Harel Insurance Investments & Financial Services reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q4 2020 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 7,000 Pacer Data & Infrastructure Real Estate ETF shares in Q4 2020, an estimated $247K.
Harel Insurance Investments & Financial Services first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q2 2020 and held it in 2 quarters.
Harel Insurance Investments & Financial Services's Pacer Data & Infrastructure Real Estate ETF position peaked at $533K in Q2 2020.
130 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q4 2020.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2020, filed 26 Jan 2021.