Migdal Insurance & Financial Holdings’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-59,000	Closed	-$3.83M	–	741
2017 Q4	$3.83M	Hold	59,000	–	–	0.1%	143
2017 Q3	$3.47M	Hold	59,000	–	–	0.08%	148
2017 Q2	$3.23M	Buy	+59,000	New	+$3.37M	0.07%	121

Other funds holding IEO

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

CAM

Cypress Asset Management Houston, Texas $455M AUM 26.87% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Migdal Insurance & Financial Holdings's IEO Position: Q1 2018 in Review

Migdal Insurance & Financial Holdings sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q1 2018, closing a stake of 59,000 shares — an estimated $3.83M sold.

Migdal Insurance & Financial Holdings first reported a position in IEO in Q2 2017 and held it in 3 quarters. The position peaked at $3.83M in Q4 2017. 88 funds tracked by Wall St. Rank hold IEO as of Q1 2018.

Migdal Insurance & Financial Holdings reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q1 2018 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 59,000 iShares US Oil & Gas Exploration & Production ETF shares in Q1 2018, an estimated $3.83M.
Migdal Insurance & Financial Holdings first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2017 and held it in 3 quarters.
Migdal Insurance & Financial Holdings's iShares US Oil & Gas Exploration & Production ETF position peaked at $3.83M in Q4 2017.
88 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2018.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2018, filed 2 May 2018.