Israel Discount Bank of New York’s Philip Morris PM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-700	Closed	-$62K	–	280
2019 Q1	$62K	Sell	700 -40	-5%	-$3.22K	0.04%	159
2018 Q4	$49K	Buy	740 +650	+722%	+$54.3K	0.04%	185
2018 Q3	$7K	Sell	90 -60	-40%	-$4.92K	﹤0.01%	388
2018 Q2	$12K	Buy	150 +50	+50%	+$4.24K	0.01%	377
2018 Q1	$10K	Hold	100	–	–	0.01%	385
2017 Q4	$11K	Hold	100	–	–	0.01%	390
2017 Q3	$11K	Hold	100	–	–	0.01%	386
2017 Q2	$12K	Hold	100	–	–	0.01%	385
2017 Q1	$11K	Sell	100 -30	-23%	-$3.1K	0.01%	398
2016 Q4	$12K	Buy	+130	New	+$12K	0.01%	422

Other funds holding PM

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

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

Israel Discount Bank of New York sold out of Philip Morris (PM) in Q2 2019, closing a stake of 700 shares — an estimated $62K sold.

Israel Discount Bank of New York first reported a position in PM in Q4 2016 and held it in 10 quarters. The position peaked at $62K in Q1 2019. 1,673 funds tracked by Wall St. Rank hold PM as of Q2 2019.

Israel Discount Bank of New York reported no remaining Philip Morris position as of Q2 2019 after selling out during the quarter.
Israel Discount Bank of New York sold 700 Philip Morris shares in Q2 2019, an estimated $62K.
Israel Discount Bank of New York first reported a position in Philip Morris in Q4 2016 and held it in 10 quarters.
Israel Discount Bank of New York's Philip Morris position peaked at $62K in Q1 2019.
1,673 funds tracked by Wall St. Rank held Philip Morris as of Q2 2019.

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