Migdal Insurance & Financial Holdings’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio CWB Stock Details CWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-350	Closed	-$17K	–	709
2020 Q1	$17K	Buy	+350	New	+$19K	﹤0.01%	571
2017 Q4	–	Sell	-800	Closed	-$41K	–	564
2017 Q3	$41K	Hold	800	–	–	﹤0.01%	462
2017 Q2	$40K	Buy	+800	New	+$39.2K	﹤0.01%	397

Other funds holding CWB

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

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

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

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

Migdal Insurance & Financial Holdings's CWB Position: Q2 2020 in Review

Migdal Insurance & Financial Holdings sold out of State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q2 2020, closing a stake of 350 shares — an estimated $17K sold.

Migdal Insurance & Financial Holdings first reported a position in CWB in Q2 2017 and held it in 3 quarters. The position peaked at $41K in Q3 2017. 386 funds tracked by Wall St. Rank hold CWB as of Q2 2020.

Migdal Insurance & Financial Holdings reported no remaining State Street SPDR Bloomberg Convertible Securities ETF position as of Q2 2020 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 350 State Street SPDR Bloomberg Convertible Securities ETF shares in Q2 2020, an estimated $17K.
Migdal Insurance & Financial Holdings first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q2 2017 and held it in 3 quarters.
Migdal Insurance & Financial Holdings's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $41K in Q3 2017.
386 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2020.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2020, filed 11 Aug 2020.