MIFH
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Migdal Insurance & Financial Holdings’s Invesco Large Cap Growth ETF PWB Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio PWB Stock Details PWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-107,000
Closed -$3.3M – 142
2016
Q1 		$3.3M Sell
107,000
-119,000
-53% -$3.52M 0.1% 84
2015
Q4 		$7.07M Buy
+226,000
New +$7.01M 0.2% 63

Other funds holding PWB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Migdal Insurance & Financial Holdings's PWB Position: Q2 2016 in Review

Migdal Insurance & Financial Holdings sold out of Invesco Large Cap Growth ETF (PWB) in Q2 2016, closing a stake of 107,000 shares — an estimated $3.3M sold.

Migdal Insurance & Financial Holdings first reported a position in PWB in Q4 2015 and held it in 2 quarters. The position peaked at $7.07M in Q4 2015. 66 funds tracked by Wall St. Rank hold PWB as of Q2 2016.

  • Migdal Insurance & Financial Holdings reported no remaining Invesco Large Cap Growth ETF position as of Q2 2016 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 107,000 Invesco Large Cap Growth ETF shares in Q2 2016, an estimated $3.3M.
  • Migdal Insurance & Financial Holdings first reported a position in Invesco Large Cap Growth ETF in Q4 2015 and held it in 2 quarters.
  • Migdal Insurance & Financial Holdings's Invesco Large Cap Growth ETF position peaked at $7.07M in Q4 2015.
  • 66 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2016.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2016, filed 3 Aug 2016.