Migdal Insurance & Financial Holdings’s Invesco BuyBack Achievers ETF PKW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-200	Closed	-$11K	–	573
2017 Q3	$11K	Hold	200	–	–	﹤0.01%	524
2017 Q2	$11K	Hold	200	–	–	﹤0.01%	446
2017 Q1	$10K	Sell	200 -2,100	-91%	-$109K	﹤0.01%	448
2016 Q4	$116K	Buy	+2,300	New	+$113K	﹤0.01%	300

Other funds holding PKW

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

MIH

Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Migdal Insurance & Financial Holdings's PKW Position: Q4 2017 in Review

Migdal Insurance & Financial Holdings sold out of Invesco BuyBack Achievers ETF (PKW) in Q4 2017, closing a stake of 200 shares — an estimated $11K sold.

Migdal Insurance & Financial Holdings first reported a position in PKW in Q4 2016 and held it in 4 quarters. The position peaked at $116K in Q4 2016. 144 funds tracked by Wall St. Rank hold PKW as of Q4 2017.

Migdal Insurance & Financial Holdings reported no remaining Invesco BuyBack Achievers ETF position as of Q4 2017 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 200 Invesco BuyBack Achievers ETF shares in Q4 2017, an estimated $11K.
Migdal Insurance & Financial Holdings first reported a position in Invesco BuyBack Achievers ETF in Q4 2016 and held it in 4 quarters.
Migdal Insurance & Financial Holdings's Invesco BuyBack Achievers ETF position peaked at $116K in Q4 2016.
144 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2017.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2017, filed 6 Feb 2018.