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Harel Insurance Investments & Financial Services’s Vanguard Real Estate ETF VNQ Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-949
Closed -$83K – 879
2020
Q4 		$83K Buy
+949
New +$78.7K ﹤0.01% 568
2020
Q2 		– Sell
-340
Closed -$24K – 590
2020
Q1 		$24K Sell
340
-609
-64% -$53.5K ﹤0.01% 333
2019
Q4 		$88K Hold
949
– – ﹤0.01% 298
2019
Q3 		$88K Sell
949
-7,500
-89% -$681K 0.01% 262
2019
Q2 		$738K Buy
8,449
+7,500
+790% +$657K 0.04% 92
2019
Q1 		$82K Sell
949
-200
-17% -$16.5K ﹤0.01% 220
2018
Q4 		$86K Hold
1,149
– – 0.01% 246
2018
Q3 		$93K Buy
1,149
+340
+42% +$28K ﹤0.01% 276
2018
Q2 		$66K Sell
809
-310
-28% -$24K ﹤0.01% 283
2018
Q1 		$84K Sell
1,119
-2,000
-64% -$153K ﹤0.01% 275
2017
Q4 		$259K Sell
3,119
-11,763
-79% -$986K 0.02% 190
2017
Q3 		$1.24M Buy
14,882
+6,768
+83% +$566K 0.1% 57
2017
Q2 		$675K Buy
8,114
+4,754
+141% +$396K 0.05% 90
2017
Q1 		$286K Buy
+3,360
New +$279K 0.03% 133
2016
Q4 		– Sell
-1,119
Closed -$91.1K – 156
2016
Q3 		$92K Buy
+1,119
New +$99.8K 0.01% 163
2016
Q2 		– Hold
0
– – – 81
2016
Q1 		– Hold
0
– – – 153

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Harel Insurance Investments & Financial Services's VNQ Position: Q1 2021 in Review

Harel Insurance Investments & Financial Services sold out of Vanguard Real Estate ETF (VNQ) in Q1 2021, closing a stake of 949 shares — an estimated $83K sold.

Harel Insurance Investments & Financial Services first reported a position in VNQ in Q3 2016 and held it in 15 quarters. The position peaked at $1.24M in Q3 2017. 1,348 funds tracked by Wall St. Rank hold VNQ as of Q1 2021.

  • Harel Insurance Investments & Financial Services reported no remaining Vanguard Real Estate ETF position as of Q1 2021 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 949 Vanguard Real Estate ETF shares in Q1 2021, an estimated $83K.
  • Harel Insurance Investments & Financial Services first reported a position in Vanguard Real Estate ETF in Q3 2016 and held it in 15 quarters.
  • Harel Insurance Investments & Financial Services's Vanguard Real Estate ETF position peaked at $1.24M in Q3 2017.
  • 1,348 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2021.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2021, filed 27 Apr 2021.