Harel Insurance Investments & Financial Services’s POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO XLKS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-1,500	Closed	-$111K	–	454
2017 Q2	$111K	Hold	1,500	–	–	0.01%	232
2017 Q1	$105K	Hold	1,500	–	–	0.01%	207
2016 Q4	$104K	Hold	1,500	–	–	0.01%	149
2016 Q3	$95K	Hold	1,500	–	–	0.01%	162
2016 Q2	$83K	Buy	+1,500	New	+$83K	0.01%	269
2016 Q1	–	Sell	-2,200	Closed	-$115K	–	163
2015 Q4	$115K	Buy	+2,200	New	+$115K	0.01%	136

Other funds holding XLKS

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

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

RJFSA

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

CHA

Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Harel Insurance Investments & Financial Services's XLKS Position: Q3 2017 in Review

Harel Insurance Investments & Financial Services sold out of POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO (XLKS) in Q3 2017, closing a stake of 1,500 shares — an estimated $111K sold.

Harel Insurance Investments & Financial Services first reported a position in XLKS in Q4 2015 and held it in 6 quarters. The position peaked at $115K in Q4 2015. 82 funds tracked by Wall St. Rank hold XLKS as of Q3 2017.

Harel Insurance Investments & Financial Services reported no remaining POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO position as of Q3 2017 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 1,500 POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO shares in Q3 2017, an estimated $111K.
Harel Insurance Investments & Financial Services first reported a position in POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO in Q4 2015 and held it in 6 quarters.
Harel Insurance Investments & Financial Services's POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO position peaked at $115K in Q4 2015.
82 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO as of Q3 2017.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2017, filed 2 Nov 2017.