Israel Discount Bank of New York’s Wells Fargo WFC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-19,677	Closed	-$951K	–	364
2019 Q1	$951K	Buy	19,677 +1,767	+10%	+$86.9K	0.65%	29
2018 Q4	$826K	Sell	17,910 -630	-3%	-$32.3K	0.63%	27
2018 Q3	$974K	Buy	18,540 +500	+3%	+$28.5K	0.64%	24
2018 Q2	$1M	Sell	18,040 -2,910	-14%	-$156K	0.66%	25
2018 Q1	$1.1M	Buy	20,950 +200	+1%	+$11.9K	0.73%	21
2017 Q4	$1.26M	Sell	20,750 -60	-0.3%	-$3.39K	0.87%	21
2017 Q3	$1.15M	Sell	20,810 -1,820	-8%	-$96.7K	0.86%	22
2017 Q2	$1.25M	Sell	22,630 -2,650	-10%	-$142K	1%	19
2017 Q1	$1.41M	Buy	25,280 +3,840	+18%	+$218K	1.15%	17
2016 Q4	$1.18M	Buy	+21,440	New	+$1.08M	1.07%	19

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

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

Israel Discount Bank of New York sold out of Wells Fargo (WFC) in Q2 2019, closing a stake of 19,677 shares — an estimated $951K sold.

Israel Discount Bank of New York first reported a position in WFC in Q4 2016 and held it in 10 quarters. The position peaked at $1.41M in Q1 2017. 1,954 funds tracked by Wall St. Rank hold WFC as of Q2 2019.

Israel Discount Bank of New York reported no remaining Wells Fargo position as of Q2 2019 after selling out during the quarter.
Israel Discount Bank of New York sold 19,677 Wells Fargo shares in Q2 2019, an estimated $951K.
Israel Discount Bank of New York first reported a position in Wells Fargo in Q4 2016 and held it in 10 quarters.
Israel Discount Bank of New York's Wells Fargo position peaked at $1.41M in Q1 2017.
1,954 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2019.

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