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Migdal Insurance & Financial Holdings’s iShares US Energy ETF IYE Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio IYE Stock Details IYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-2,500
Closed -$97K – 466
2017
Q1 		$97K Buy
+2,500
New +$99.5K ﹤0.01% 362

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Migdal Insurance & Financial Holdings's IYE Position: Q2 2017 in Review

Migdal Insurance & Financial Holdings sold out of iShares US Energy ETF (IYE) in Q2 2017, closing a stake of 2,500 shares — an estimated $97K sold.

Migdal Insurance & Financial Holdings first reported a position in IYE in Q1 2017 and held it in 1 quarter. The position peaked at $97K in Q1 2017. 158 funds tracked by Wall St. Rank hold IYE as of Q2 2017.

  • Migdal Insurance & Financial Holdings reported no remaining iShares US Energy ETF position as of Q2 2017 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 2,500 iShares US Energy ETF shares in Q2 2017, an estimated $97K.
  • Migdal Insurance & Financial Holdings first reported a position in iShares US Energy ETF in Q1 2017 and held it in 1 quarter.
  • Migdal Insurance & Financial Holdings's iShares US Energy ETF position peaked at $97K in Q1 2017.
  • 158 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2017.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2017, filed 15 Aug 2017.