Harel Insurance Investments & Financial Services’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-2,040	Closed	-$208K	–	563
2019 Q3	$208K	Buy	2,040 +980	+92%	+$101K	0.01%	203
2019 Q2	$112K	Buy	1,060 +1,000	+1,667%	+$104K	0.01%	235
2019 Q1	$6K	Buy	+60	New	+$6.1K	﹤0.01%	425

Other funds holding VSS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Harel Insurance Investments & Financial Services's VSS Position: Q4 2019 in Review

Harel Insurance Investments & Financial Services sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2019, closing a stake of 2,040 shares — an estimated $208K sold.

Harel Insurance Investments & Financial Services first reported a position in VSS in Q1 2019 and held it in 3 quarters. The position peaked at $208K in Q3 2019. 390 funds tracked by Wall St. Rank hold VSS as of Q4 2019.

Harel Insurance Investments & Financial Services reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q4 2019 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 2,040 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2019, an estimated $208K.
Harel Insurance Investments & Financial Services first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2019 and held it in 3 quarters.
Harel Insurance Investments & Financial Services's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $208K in Q3 2019.
390 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2019.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2019, filed 23 Jan 2020.