FineMark National Bank & Trust’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

FineMark National Bank & Trust’s Portfolio AOA Stock Details AOA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-1,103	Closed	-$52K	–	1285
2016 Q3	$52K	Hold	1,103	–	–	0.01%	586
2016 Q2	$51K	Buy	+1,103	New	+$50.2K	0.01%	591

Other funds holding AOA

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FineMark National Bank & Trust's AOA Position: Q4 2016 in Review

FineMark National Bank & Trust sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2016, closing a stake of 1,103 shares — an estimated $52K sold.

FineMark National Bank & Trust first reported a position in AOA in Q2 2016 and held it in 2 quarters. The position peaked at $52K in Q3 2016. 92 funds tracked by Wall St. Rank hold AOA as of Q4 2016.

FineMark National Bank & Trust reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2016 after selling out during the quarter.
FineMark National Bank & Trust sold 1,103 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2016, an estimated $52K.
FineMark National Bank & Trust first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2016 and held it in 2 quarters.
FineMark National Bank & Trust's iShares Core 80/20 Aggressive Allocation ETF position peaked at $52K in Q3 2016.
92 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2016.

Based on FineMark National Bank & Trust's 13F filing for Q4 2016, filed 13 Feb 2017.