Israel Discount Bank of New York’s Dominion Energy D Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-680	Closed	-$52K	–	151
2019 Q1	$52K	Hold	680	–	–	0.04%	195
2018 Q4	$49K	Hold	680	–	–	0.04%	184
2018 Q3	$48K	Sell	680 -20	-3%	-$1.42K	0.03%	217
2018 Q2	$48K	Hold	700	–	–	0.03%	280
2018 Q1	$47K	Hold	700	–	–	0.03%	281
2017 Q4	$57K	Hold	700	–	–	0.04%	244
2017 Q3	$54K	Hold	700	–	–	0.04%	244
2017 Q2	$54K	Hold	700	–	–	0.04%	236
2017 Q1	$54K	Buy	700 +50	+8%	+$3.78K	0.04%	227
2016 Q4	$50K	Buy	+650	New	+$47.9K	0.05%	260

Other funds holding D

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

Israel Discount Bank of New York sold out of Dominion Energy (D) in Q2 2019, closing a stake of 680 shares — an estimated $52K sold.

Israel Discount Bank of New York first reported a position in D in Q4 2016 and held it in 10 quarters. The position peaked at $57K in Q4 2017. 1,317 funds tracked by Wall St. Rank hold D as of Q2 2019.

Israel Discount Bank of New York reported no remaining Dominion Energy position as of Q2 2019 after selling out during the quarter.
Israel Discount Bank of New York sold 680 Dominion Energy shares in Q2 2019, an estimated $52K.
Israel Discount Bank of New York first reported a position in Dominion Energy in Q4 2016 and held it in 10 quarters.
Israel Discount Bank of New York's Dominion Energy position peaked at $57K in Q4 2017.
1,317 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2019.

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