Israel Discount Bank of New York’s W.R. Berkley WRB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-3,696	Closed	-$79K	–	447
2018 Q2	$79K	Hold	3,696	–	–	0.05%	169
2018 Q1	$80K	Hold	3,696	–	–	0.05%	168
2017 Q4	$78K	Hold	3,696	–	–	0.05%	175
2017 Q3	$73K	Sell	3,696 -84	-2%	-$1.68K	0.05%	188
2017 Q2	$77K	Sell	3,780 -101	-3%	-$2.04K	0.06%	179
2017 Q1	$81K	Hold	3,881	–	–	0.07%	155
2016 Q4	$76K	Buy	+3,881	New	+$69.7K	0.07%	176

Other funds holding WRB

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

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

Israel Discount Bank of New York's WRB Position: Q3 2018 in Review

Israel Discount Bank of New York sold out of W.R. Berkley (WRB) in Q3 2018, closing a stake of 3,696 shares — an estimated $79K sold.

Israel Discount Bank of New York first reported a position in WRB in Q4 2016 and held it in 7 quarters. The position peaked at $81K in Q1 2017. 393 funds tracked by Wall St. Rank hold WRB as of Q3 2018.

Israel Discount Bank of New York reported no remaining W.R. Berkley position as of Q3 2018 after selling out during the quarter.
Israel Discount Bank of New York sold 3,696 W.R. Berkley shares in Q3 2018, an estimated $79K.
Israel Discount Bank of New York first reported a position in W.R. Berkley in Q4 2016 and held it in 7 quarters.
Israel Discount Bank of New York's W.R. Berkley position peaked at $81K in Q1 2017.
393 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2018.

Based on Israel Discount Bank of New York's 13F filing for Q3 2018, filed 14 Nov 2018.