Israel Discount Bank of New York’s Invesco QQQ Trust QQQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-150	Closed	-$21K	–	434
2017 Q2	$21K	Hold	150	–	–	0.02%	365
2017 Q1	$20K	Hold	150	–	–	0.02%	372
2016 Q4	$18K	Buy	+150	New	+$17.7K	0.02%	403

Other funds holding QQQ

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

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

MSU

Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Israel Discount Bank of New York's QQQ Position: Q3 2017 in Review

Israel Discount Bank of New York sold out of Invesco QQQ Trust (QQQ) in Q3 2017, closing a stake of 150 shares — an estimated $21K sold.

Israel Discount Bank of New York first reported a position in QQQ in Q4 2016 and held it in 3 quarters. The position peaked at $21K in Q2 2017. 929 funds tracked by Wall St. Rank hold QQQ as of Q3 2017.

Israel Discount Bank of New York reported no remaining Invesco QQQ Trust position as of Q3 2017 after selling out during the quarter.
Israel Discount Bank of New York sold 150 Invesco QQQ Trust shares in Q3 2017, an estimated $21K.
Israel Discount Bank of New York first reported a position in Invesco QQQ Trust in Q4 2016 and held it in 3 quarters.
Israel Discount Bank of New York's Invesco QQQ Trust position peaked at $21K in Q2 2017.
929 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2017.

Based on Israel Discount Bank of New York's 13F filing for Q3 2017, filed 13 Nov 2017.