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FineMark National Bank & Trust’s iShares Agency Bond ETF AGZ Stock Holding History

FineMark National Bank & Trust’s Portfolio AGZ Stock Details AGZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-67
Closed -$7K – 1516
2013
Q2 		$7K Buy
+67
New +$7.56K ﹤0.01% 1024

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SAC
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CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

FineMark National Bank & Trust's AGZ Position: Q3 2013 in Review

FineMark National Bank & Trust sold out of iShares Agency Bond ETF (AGZ) in Q3 2013, closing a stake of 67 shares — an estimated $7K sold.

FineMark National Bank & Trust first reported a position in AGZ in Q2 2013 and held it in 1 quarter. The position peaked at $7K in Q2 2013. 56 funds tracked by Wall St. Rank hold AGZ as of Q3 2013.

  • FineMark National Bank & Trust reported no remaining iShares Agency Bond ETF position as of Q3 2013 after selling out during the quarter.
  • FineMark National Bank & Trust sold 67 iShares Agency Bond ETF shares in Q3 2013, an estimated $7K.
  • FineMark National Bank & Trust first reported a position in iShares Agency Bond ETF in Q2 2013 and held it in 1 quarter.
  • FineMark National Bank & Trust's iShares Agency Bond ETF position peaked at $7K in Q2 2013.
  • 56 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q3 2013.

Based on FineMark National Bank & Trust's 13F filing for Q3 2013, filed 14 Nov 2013.