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Migdal Insurance & Financial Holdings’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio PBE Stock Details PBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-401
Closed -$16K – 483
2016
Q4 		$16K Buy
+401
New +$16.2K ﹤0.01% 378

Other funds holding PBE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Migdal Insurance & Financial Holdings's PBE Position: Q1 2017 in Review

Migdal Insurance & Financial Holdings sold out of Invesco Biotechnology & Genome ETF (PBE) in Q1 2017, closing a stake of 401 shares — an estimated $16K sold.

Migdal Insurance & Financial Holdings first reported a position in PBE in Q4 2016 and held it in 1 quarter. The position peaked at $16K in Q4 2016. 68 funds tracked by Wall St. Rank hold PBE as of Q1 2017.

  • Migdal Insurance & Financial Holdings reported no remaining Invesco Biotechnology & Genome ETF position as of Q1 2017 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 401 Invesco Biotechnology & Genome ETF shares in Q1 2017, an estimated $16K.
  • Migdal Insurance & Financial Holdings first reported a position in Invesco Biotechnology & Genome ETF in Q4 2016 and held it in 1 quarter.
  • Migdal Insurance & Financial Holdings's Invesco Biotechnology & Genome ETF position peaked at $16K in Q4 2016.
  • 68 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2017.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2017, filed 15 May 2017.