Psagot Value Holdings’s Vanguard Industrials ETF VIS Stock Holding History

Psagot Value Holdings’s Portfolio VIS Stock Details VIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-430	Closed	-$58K	–	331
2017 Q3	$58K	Hold	430	–	–	﹤0.01%	266
2017 Q2	$55K	Hold	430	–	–	﹤0.01%	260
2017 Q1	$53K	Hold	430	–	–	﹤0.01%	280
2016 Q4	$51K	Hold	430	–	–	﹤0.01%	271
2016 Q3	$48K	Hold	430	–	–	﹤0.01%	267
2016 Q2	$46K	Sell	430 -1,950	-82%	-$206K	﹤0.01%	255
2016 Q1	$250K	Buy	+2,380	New	+$232K	0.01%	231

Other funds holding VIS

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

RJFSA

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

Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return

Psagot Value Holdings's VIS Position: Q4 2017 in Review

Psagot Value Holdings sold out of Vanguard Industrials ETF (VIS) in Q4 2017, closing a stake of 430 shares — an estimated $58K sold.

Psagot Value Holdings first reported a position in VIS in Q1 2016 and held it in 7 quarters. The position peaked at $250K in Q1 2016. 194 funds tracked by Wall St. Rank hold VIS as of Q4 2017.

Psagot Value Holdings reported no remaining Vanguard Industrials ETF position as of Q4 2017 after selling out during the quarter.
Psagot Value Holdings sold 430 Vanguard Industrials ETF shares in Q4 2017, an estimated $58K.
Psagot Value Holdings first reported a position in Vanguard Industrials ETF in Q1 2016 and held it in 7 quarters.
Psagot Value Holdings's Vanguard Industrials ETF position peaked at $250K in Q1 2016.
194 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q4 2017.

Based on Psagot Value Holdings's 13F filing for Q4 2017, filed 8 Feb 2018.