Migdal Insurance & Financial Holdings’s PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund TUZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-15,850
| Closed | -$807K | – | 813 |
|
|
2019
Q3 | $807K | Sell |
15,850
-890
| -5% | -$45.3K | 0.02% | 273 |
|
|
2019
Q2 | $852K | Buy |
16,740
+5,643
| +51% | +$285K | 0.02% | 261 |
|
|
2019
Q1 | $560K | Buy |
11,097
+2,652
| +31% | +$133K | 0.01% | 283 |
|
|
2018
Q4 | $424K | Buy |
8,445
+124
| +1% | +$6.18K | 0.01% | 284 |
|
|
2018
Q3 | $415K | Buy |
8,321
+829
| +11% | +$41.4K | 0.01% | 417 |
|
|
2018
Q2 | $375K | Buy |
7,492
+714
| +11% | +$35.7K | 0.01% | 368 |
|
|
2018
Q1 | $339K | Buy |
6,778
+650
| +11% | +$32.6K | 0.01% | 323 |
|
|
2017
Q4 | $308K | Buy |
6,128
+25
| +0.4% | +$1.26K | 0.01% | 291 |
|
|
2017
Q3 | $309K | Sell |
6,103
-703
| -10% | -$35.6K | 0.01% | 274 |
|
|
2017
Q2 | $345K | Buy |
6,806
+379
| +6% | +$19.2K | 0.01% | 249 |
|
|
2017
Q1 | $326K | Buy |
6,427
+912
| +17% | +$46.2K | 0.01% | 272 |
|
|
2016
Q4 | $280K | Buy |
5,515
+826
| +18% | +$42K | 0.01% | 243 |
|
|
2016
Q3 | $240K | Buy |
4,689
+3,686
| +367% | +$188K | 0.01% | 101 |
|
|
2016
Q2 | $51K | Buy |
1,003
+241
| +32% | +$12.3K | ﹤0.01% | 124 |
|
|
2016
Q1 | $39K | Sell |
762
-3,742
| -83% | -$191K | ﹤0.01% | 118 |
|
|
2015
Q4 | $228K | Buy |
+4,504
| New | +$229K | 0.01% | 106 |
|
Migdal Insurance & Financial Holdings's TUZ Position: Q4 2019 in Review
Migdal Insurance & Financial Holdings sold out of PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) in Q4 2019, closing a stake of 15,850 shares — an estimated $807K sold.
Migdal Insurance & Financial Holdings first reported a position in TUZ in Q4 2015 and held it in 16 quarters. The position peaked at $852K in Q2 2019. 0 funds tracked by Wall St. Rank hold TUZ as of Q4 2019.
- Migdal Insurance & Financial Holdings reported no remaining PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position as of Q4 2019 after selling out during the quarter.
- Migdal Insurance & Financial Holdings sold 15,850 PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund shares in Q4 2019, an estimated $807K.
- Migdal Insurance & Financial Holdings first reported a position in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in Q4 2015 and held it in 16 quarters.
- Migdal Insurance & Financial Holdings's PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position peaked at $852K in Q2 2019.
- 0 funds tracked by Wall St. Rank held PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund as of Q4 2019.
Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2019, filed 13 Feb 2020.