Israel Discount Bank of New York’s Stifel SF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,091	Closed	-$26K	–	307
2019 Q1	$26K	Hold	1,091	–	–	0.02%	302
2018 Q4	$20K	Hold	1,091	–	–	0.02%	325
2018 Q3	$25K	Sell	1,091 -1,092	-50%	-$26.3K	0.02%	319
2018 Q2	$51K	Hold	2,183	–	–	0.03%	266
2018 Q1	$57K	Hold	2,183	–	–	0.04%	240
2017 Q4	$58K	Hold	2,183	–	–	0.04%	241
2017 Q3	$52K	Hold	2,183	–	–	0.04%	257
2017 Q2	$45K	Sell	2,183 -33	-1%	-$677	0.04%	274
2017 Q1	$49K	Hold	2,216	–	–	0.04%	250
2016 Q4	$49K	Buy	+2,216	New	+$44.5K	0.04%	265

Other funds holding SF

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Israel Discount Bank of New York sold out of Stifel (SF) in Q2 2019, closing a stake of 1,091 shares — an estimated $26K sold.

Israel Discount Bank of New York first reported a position in SF in Q4 2016 and held it in 10 quarters. The position peaked at $58K in Q4 2017. 280 funds tracked by Wall St. Rank hold SF as of Q2 2019.

Israel Discount Bank of New York reported no remaining Stifel position as of Q2 2019 after selling out during the quarter.
Israel Discount Bank of New York sold 1,091 Stifel shares in Q2 2019, an estimated $26K.
Israel Discount Bank of New York first reported a position in Stifel in Q4 2016 and held it in 10 quarters.
Israel Discount Bank of New York's Stifel position peaked at $58K in Q4 2017.
280 funds tracked by Wall St. Rank held Stifel as of Q2 2019.

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