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Israel Discount Bank of New York’s Vanguard Real Estate ETF VNQ Stock Holding History

Israel Discount Bank of New York’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-150
Closed -$12K – 436
2017
Q2 		$12K Sell
150
-45
-23% -$3.75K 0.01% 386
2017
Q1 		$16K Sell
195
-17,665
-99% -$1.47M 0.01% 387
2016
Q4 		$1.47M Buy
+17,860
New +$1.45M 1.33% 12

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Israel Discount Bank of New York sold out of Vanguard Real Estate ETF (VNQ) in Q3 2017, closing a stake of 150 shares — an estimated $12K sold.

Israel Discount Bank of New York first reported a position in VNQ in Q4 2016 and held it in 3 quarters. The position peaked at $1.47M in Q4 2016. 944 funds tracked by Wall St. Rank hold VNQ as of Q3 2017.

  • Israel Discount Bank of New York reported no remaining Vanguard Real Estate ETF position as of Q3 2017 after selling out during the quarter.
  • Israel Discount Bank of New York sold 150 Vanguard Real Estate ETF shares in Q3 2017, an estimated $12K.
  • Israel Discount Bank of New York first reported a position in Vanguard Real Estate ETF in Q4 2016 and held it in 3 quarters.
  • Israel Discount Bank of New York's Vanguard Real Estate ETF position peaked at $1.47M in Q4 2016.
  • 944 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2017.

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