Migdal Insurance & Financial Holdings’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-341,192	Closed	-$43.8M	–	580
2017 Q3	$43.8M	Buy	341,192 +29	+0%	+$3.58K	1.04%	26
2017 Q2	$42.1M	Buy	341,163 +83	+0%	+$10.1K	0.96%	27
2017 Q1	$41.9M	Buy	+341,080	New	+$41.9M	1%	30

Other funds holding VBR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Migdal Insurance & Financial Holdings sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q4 2017, closing a stake of 341,192 shares — an estimated $43.8M sold.

Migdal Insurance & Financial Holdings first reported a position in VBR in Q1 2017 and held it in 3 quarters. The position peaked at $43.8M in Q3 2017. 580 funds tracked by Wall St. Rank hold VBR as of Q4 2017.

Migdal Insurance & Financial Holdings reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q4 2017 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 341,192 Vanguard Morningstar Small-Cap Value ETF shares in Q4 2017, an estimated $43.8M.
Migdal Insurance & Financial Holdings first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2017 and held it in 3 quarters.
Migdal Insurance & Financial Holdings's Vanguard Morningstar Small-Cap Value ETF position peaked at $43.8M in Q3 2017.
580 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q4 2017.

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