Israel Discount Bank of New York’s Alexandria Real Estate Equities ARE Stock Holding History

Israel Discount Bank of New York’s Portfolio ARE Stock Details ARE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-370	Closed	-$53K	–	102
2019 Q1	$53K	Hold	370	–	–	0.04%	188
2018 Q4	$43K	Buy	370 +25	+7%	+$3.05K	0.03%	217
2018 Q3	$43K	Sell	345 -130	-27%	-$16.4K	0.03%	234
2018 Q2	$60K	Hold	475	–	–	0.04%	225
2018 Q1	$59K	Hold	475	–	–	0.04%	231
2017 Q4	$62K	Buy	475 +50	+12%	+$6.3K	0.04%	225
2017 Q3	$51K	Hold	425	–	–	0.04%	260
2017 Q2	$51K	Hold	425	–	–	0.04%	250
2017 Q1	$47K	Hold	425	–	–	0.04%	257
2016 Q4	$47K	Buy	+425	New	+$45.6K	0.04%	270

Other funds holding ARE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Israel Discount Bank of New York's ARE Position: Q2 2019 in Review

Israel Discount Bank of New York sold out of Alexandria Real Estate Equities (ARE) in Q2 2019, closing a stake of 370 shares — an estimated $53K sold.

Israel Discount Bank of New York first reported a position in ARE in Q4 2016 and held it in 10 quarters. The position peaked at $62K in Q4 2017. 457 funds tracked by Wall St. Rank hold ARE as of Q2 2019.

Israel Discount Bank of New York reported no remaining Alexandria Real Estate Equities position as of Q2 2019 after selling out during the quarter.
Israel Discount Bank of New York sold 370 Alexandria Real Estate Equities shares in Q2 2019, an estimated $53K.
Israel Discount Bank of New York first reported a position in Alexandria Real Estate Equities in Q4 2016 and held it in 10 quarters.
Israel Discount Bank of New York's Alexandria Real Estate Equities position peaked at $62K in Q4 2017.
457 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2019.

Based on Israel Discount Bank of New York's 13F filing for Q2 2019, filed 14 Aug 2019.