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FineMark National Bank & Trust’s iShares MSCI ACWI ETF ACWI Stock Holding History

FineMark National Bank & Trust’s Portfolio ACWI Stock Details ACWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-100
Closed -$6K – 1307
2016
Q2 		$6K Buy
+100
New +$5.64K ﹤0.01% 1033

Other funds holding ACWI

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
BM
Brandywine Managers Hockessin, Delaware $202M AUM 16.99% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.89T AUM 35.08% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

FineMark National Bank & Trust's ACWI Position: Q3 2016 in Review

FineMark National Bank & Trust sold out of iShares MSCI ACWI ETF (ACWI) in Q3 2016, closing a stake of 100 shares — an estimated $6K sold.

FineMark National Bank & Trust first reported a position in ACWI in Q2 2016 and held it in 1 quarter. The position peaked at $6K in Q2 2016. 218 funds tracked by Wall St. Rank hold ACWI as of Q3 2016.

  • FineMark National Bank & Trust reported no remaining iShares MSCI ACWI ETF position as of Q3 2016 after selling out during the quarter.
  • FineMark National Bank & Trust sold 100 iShares MSCI ACWI ETF shares in Q3 2016, an estimated $6K.
  • FineMark National Bank & Trust first reported a position in iShares MSCI ACWI ETF in Q2 2016 and held it in 1 quarter.
  • FineMark National Bank & Trust's iShares MSCI ACWI ETF position peaked at $6K in Q2 2016.
  • 218 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2016.

Based on FineMark National Bank & Trust's 13F filing for Q3 2016, filed 10 Nov 2016.