Migdal Insurance & Financial Holdings’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-27,030	Closed	-$1.3M	–	788
2019 Q2	$1.3M	Buy	27,030 +1,060	+4%	+$50.5K	0.03%	210
2019 Q1	$1.22M	Sell	25,970 -8,352	-24%	-$388K	0.03%	203
2018 Q4	$1.46M	Sell	34,322 -9,482	-22%	-$437K	0.03%	177
2018 Q3	$2.16M	Buy	+43,804	New	+$2.19M	0.04%	227

Other funds holding XSLV

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Migdal Insurance & Financial Holdings's XSLV Position: Q3 2019 in Review

Migdal Insurance & Financial Holdings sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q3 2019, closing a stake of 27,030 shares — an estimated $1.3M sold.

Migdal Insurance & Financial Holdings first reported a position in XSLV in Q3 2018 and held it in 4 quarters. The position peaked at $2.16M in Q3 2018. 182 funds tracked by Wall St. Rank hold XSLV as of Q3 2019.

Migdal Insurance & Financial Holdings reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q3 2019 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 27,030 Invesco S&P SmallCap Low Volatility ETF shares in Q3 2019, an estimated $1.3M.
Migdal Insurance & Financial Holdings first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q3 2018 and held it in 4 quarters.
Migdal Insurance & Financial Holdings's Invesco S&P SmallCap Low Volatility ETF position peaked at $2.16M in Q3 2018.
182 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q3 2019.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2019, filed 12 Nov 2019.