MIFH
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Migdal Insurance & Financial Holdings’s Vanguard Consumer Staples ETF VDC Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio VDC Stock Details VDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-480
Closed -$67K – 584
2017
Q2 		$67K Buy
480
+80
+20% +$11.4K ﹤0.01% 376
2017
Q1 		$56K Buy
+400
New +$55.5K ﹤0.01% 383

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BCMIO
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Migdal Insurance & Financial Holdings's VDC Position: Q3 2017 in Review

Migdal Insurance & Financial Holdings sold out of Vanguard Consumer Staples ETF (VDC) in Q3 2017, closing a stake of 480 shares — an estimated $67K sold.

Migdal Insurance & Financial Holdings first reported a position in VDC in Q1 2017 and held it in 2 quarters. The position peaked at $67K in Q2 2017. 225 funds tracked by Wall St. Rank hold VDC as of Q3 2017.

  • Migdal Insurance & Financial Holdings reported no remaining Vanguard Consumer Staples ETF position as of Q3 2017 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 480 Vanguard Consumer Staples ETF shares in Q3 2017, an estimated $67K.
  • Migdal Insurance & Financial Holdings first reported a position in Vanguard Consumer Staples ETF in Q1 2017 and held it in 2 quarters.
  • Migdal Insurance & Financial Holdings's Vanguard Consumer Staples ETF position peaked at $67K in Q2 2017.
  • 225 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2017.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2017, filed 6 Nov 2017.