Migdal Insurance & Financial Holdings’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-850	Closed	-$19K	–	754
2019 Q4	$19K	Hold	850	–	–	﹤0.01%	680
2019 Q3	$17K	Sell	850 -21,550	-96%	-$429K	﹤0.01%	684
2019 Q2	$454K	Buy	22,400 +2,430	+12%	+$47.3K	0.01%	323
2019 Q1	$394K	Buy	19,970 +6,570	+49%	+$127K	0.01%	328
2018 Q4	$237K	Buy	+13,400	New	+$255K	0.01%	341
2018 Q2	–	Sell	-2,050	Closed	-$37K	–	764
2018 Q1	$37K	Buy	2,050 +600	+41%	+$11.2K	﹤0.01%	459
2017 Q4	$26K	Sell	1,450 -30,560	-95%	-$542K	﹤0.01%	465
2017 Q3	$561K	Sell	32,010 -2,120	-6%	-$36.9K	0.01%	211
2017 Q2	$594K	Sell	34,130 -9,620	-22%	-$160K	0.01%	189
2017 Q1	$700K	Buy	+43,750	New	+$682K	0.02%	178

Other funds holding RSPH

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

FIM

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SAS

Stelac Advisory Services New York $494M AUM 23.25% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Migdal Insurance & Financial Holdings's RSPH Position: Q1 2020 in Review

Migdal Insurance & Financial Holdings sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q1 2020, closing a stake of 850 shares — an estimated $19K sold.

Migdal Insurance & Financial Holdings first reported a position in RSPH in Q1 2017 and held it in 10 quarters. The position peaked at $700K in Q1 2017. 151 funds tracked by Wall St. Rank hold RSPH as of Q1 2020.

Migdal Insurance & Financial Holdings reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q1 2020 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 850 Invesco S&P 500 Equal Weight Health Care ETF shares in Q1 2020, an estimated $19K.
Migdal Insurance & Financial Holdings first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q1 2017 and held it in 10 quarters.
Migdal Insurance & Financial Holdings's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $700K in Q1 2017.
151 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q1 2020.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2020, filed 12 May 2020.