HIIFS
XLVS

Harel Insurance Investments & Financial Services’s POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO XLVS Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio XLVS Stock Details XLVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-770
Closed -$55K – 337
2015
Q4 		$55K Buy
+770
New +$55K 0.01% 191

Other funds holding XLVS

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Harel Insurance Investments & Financial Services's XLVS Position: Q1 2016 in Review

Harel Insurance Investments & Financial Services sold out of POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) in Q1 2016, closing a stake of 770 shares — an estimated $55K sold.

Harel Insurance Investments & Financial Services first reported a position in XLVS in Q4 2015 and held it in 1 quarter. The position peaked at $55K in Q4 2015. 45 funds tracked by Wall St. Rank hold XLVS as of Q1 2016.

  • Harel Insurance Investments & Financial Services reported no remaining POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position as of Q1 2016 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 770 POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO shares in Q1 2016, an estimated $55K.
  • Harel Insurance Investments & Financial Services first reported a position in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO in Q4 2015 and held it in 1 quarter.
  • Harel Insurance Investments & Financial Services's POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position peaked at $55K in Q4 2015.
  • 45 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO as of Q1 2016.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2016, filed 2 May 2016.