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Meitav Investment House’s iShares S&P 100 ETF OEF Stock Holding History

Meitav Investment House’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,843
Closed -$219K – 359
2017
Q4 		$219K Buy
+1,843
New +$213K 0.01% 189

Other funds holding OEF

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
MFW
Meristem Family Wealth Minnetonka, Minnesota $925M AUM 14.15% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Meitav Investment House's OEF Position: Q1 2018 in Review

Meitav Investment House sold out of iShares S&P 100 ETF (OEF) in Q1 2018, closing a stake of 1,843 shares — an estimated $219K sold.

Meitav Investment House first reported a position in OEF in Q4 2017 and held it in 1 quarter. The position peaked at $219K in Q4 2017. 303 funds tracked by Wall St. Rank hold OEF as of Q1 2018.

  • Meitav Investment House reported no remaining iShares S&P 100 ETF position as of Q1 2018 after selling out during the quarter.
  • Meitav Investment House sold 1,843 iShares S&P 100 ETF shares in Q1 2018, an estimated $219K.
  • Meitav Investment House first reported a position in iShares S&P 100 ETF in Q4 2017 and held it in 1 quarter.
  • Meitav Investment House's iShares S&P 100 ETF position peaked at $219K in Q4 2017.
  • 303 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2018.

Based on Meitav Investment House's 13F filing for Q1 2018, filed 15 May 2018.