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Harel Insurance Investments & Financial Services’s UBS Group UBS Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-150
Closed -$2K – 445
2016
Q3 		$2K Hold
150
– – ﹤0.01% 450
2016
Q2 		$2K Hold
150
– – ﹤0.01% 668
2016
Q1 		$2K Sell
150
-50
-25% -$812 ﹤0.01% 438
2015
Q4 		$4K Buy
+200
New +$3.9K ﹤0.01% 318

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

Harel Insurance Investments & Financial Services sold out of UBS Group (UBS) in Q4 2016, closing a stake of 150 shares — an estimated $2K sold.

Harel Insurance Investments & Financial Services first reported a position in UBS in Q4 2015 and held it in 4 quarters. The position peaked at $4K in Q4 2015. 253 funds tracked by Wall St. Rank hold UBS as of Q4 2016.

  • Harel Insurance Investments & Financial Services reported no remaining UBS Group position as of Q4 2016 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 150 UBS Group shares in Q4 2016, an estimated $2K.
  • Harel Insurance Investments & Financial Services first reported a position in UBS Group in Q4 2015 and held it in 4 quarters.
  • Harel Insurance Investments & Financial Services's UBS Group position peaked at $4K in Q4 2015.
  • 253 funds tracked by Wall St. Rank held UBS Group as of Q4 2016.

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