Israel Discount Bank of New York’s First Republic Bank FRC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-820	Closed	-$82K	–	388
2019 Q1	$82K	Hold	820	–	–	0.06%	134
2018 Q4	$71K	Hold	820	–	–	0.05%	141
2018 Q3	$79K	Sell	820 -20	-2%	-$2.01K	0.05%	143
2018 Q2	$81K	Hold	840	–	–	0.05%	161
2018 Q1	$78K	Hold	840	–	–	0.05%	175
2017 Q4	$73K	Sell	840 -200	-19%	-$19K	0.05%	190
2017 Q3	$109K	Hold	1,040	–	–	0.08%	112
2017 Q2	$104K	Sell	1,040 -100	-9%	-$9.45K	0.08%	112
2017 Q1	$107K	Sell	1,140 -10	-0.9%	-$941	0.09%	112
2016 Q4	$106K	Buy	+1,150	New	+$93.9K	0.1%	133

Other funds holding FRC

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Israel Discount Bank of New York sold out of First Republic Bank (FRC) in Q2 2019, closing a stake of 820 shares — an estimated $82K sold.

Israel Discount Bank of New York first reported a position in FRC in Q4 2016 and held it in 10 quarters. The position peaked at $109K in Q3 2017. 545 funds tracked by Wall St. Rank hold FRC as of Q2 2019.

Israel Discount Bank of New York reported no remaining First Republic Bank position as of Q2 2019 after selling out during the quarter.
Israel Discount Bank of New York sold 820 First Republic Bank shares in Q2 2019, an estimated $82K.
Israel Discount Bank of New York first reported a position in First Republic Bank in Q4 2016 and held it in 10 quarters.
Israel Discount Bank of New York's First Republic Bank position peaked at $109K in Q3 2017.
545 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2019.

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