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Israel Discount Bank of New York’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Israel Discount Bank of New York’s Portfolio VMBS Stock Details VMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-171
Closed -$9K – 473
2016
Q4 		$9K Buy
+171
New +$9.07K 0.01% 430

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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Israel Discount Bank of New York's VMBS Position: Q1 2017 in Review

Israel Discount Bank of New York sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q1 2017, closing a stake of 171 shares — an estimated $9K sold.

Israel Discount Bank of New York first reported a position in VMBS in Q4 2016 and held it in 1 quarter. The position peaked at $9K in Q4 2016. 150 funds tracked by Wall St. Rank hold VMBS as of Q1 2017.

  • Israel Discount Bank of New York reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q1 2017 after selling out during the quarter.
  • Israel Discount Bank of New York sold 171 Vanguard Mortgage-Backed Securities ETF shares in Q1 2017, an estimated $9K.
  • Israel Discount Bank of New York first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2016 and held it in 1 quarter.
  • Israel Discount Bank of New York's Vanguard Mortgage-Backed Securities ETF position peaked at $9K in Q4 2016.
  • 150 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2017.

Based on Israel Discount Bank of New York's 13F filing for Q1 2017, filed 11 May 2017.