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FineMark National Bank & Trust’s iPath Select MLP ETN ATMP Stock Holding History

FineMark National Bank & Trust’s Portfolio ATMP Stock Details ATMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8,714
Closed -$210K – 431
2024
Q1 		$210K Buy
+8,714
New +$194K 0.01% 399
2023
Q1 		– Sell
-11,088
Closed -$208K – 425
2022
Q4 		$208K Sell
11,088
-1,076
-9% -$20.4K 0.01% 385
2022
Q3 		$210K Hold
12,164
– – 0.01% 365
2022
Q2 		$202K Buy
+12,164
New +$228K 0.01% 395
2021
Q1 		– Sell
-17,147
Closed -$200K – 442
2020
Q4 		$200K Sell
17,147
-10,663
-38% -$116K 0.01% 402
2020
Q3 		$252K Hold
27,810
– – 0.01% 330
2020
Q2 		$302K Sell
27,810
-200
-0.7% -$2.19K 0.02% 296
2020
Q1 		$230K Sell
28,010
-22,280
-44% -$321K 0.01% 306
2019
Q4 		$895K Sell
50,290
-2,561
-5% -$44.2K 0.04% 187
2019
Q3 		$970K Buy
52,851
+1,724
+3% +$32.8K 0.05% 180
2019
Q2 		$1.03M Sell
51,127
-725
-1% -$14.6K 0.06% 168
2019
Q1 		$1.06M Buy
51,852
+34,379
+197% +$684K 0.06% 158
2018
Q4 		$310K Sell
17,473
-1,975
-10% -$38.5K 0.02% 275
2018
Q3 		$405K Sell
19,448
-747
-4% -$15.9K 0.02% 241
2018
Q2 		$410K Hold
20,195
– – 0.02% 278
2018
Q1 		$370K Buy
20,195
+6,337
+46% +$131K 0.02% 280
2017
Q4 		$288K Buy
13,858
+4,518
+48% +$92.6K 0.02% 303
2017
Q3 		$200K Buy
+9,340
New +$203K 0.01% 355

Other funds holding ATMP

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BGA
Battery Global Advisors Boston, Massachusetts $186M AUM 15.74% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FineMark National Bank & Trust's ATMP Position: Q2 2024 in Review

FineMark National Bank & Trust sold out of iPath Select MLP ETN (ATMP) in Q2 2024, closing a stake of 8,714 shares — an estimated $210K sold.

FineMark National Bank & Trust first reported a position in ATMP in Q3 2017 and held it in 18 quarters. The position peaked at $1.06M in Q1 2019. 25 funds tracked by Wall St. Rank hold ATMP as of Q2 2024.

  • FineMark National Bank & Trust reported no remaining iPath Select MLP ETN position as of Q2 2024 after selling out during the quarter.
  • FineMark National Bank & Trust sold 8,714 iPath Select MLP ETN shares in Q2 2024, an estimated $210K.
  • FineMark National Bank & Trust first reported a position in iPath Select MLP ETN in Q3 2017 and held it in 18 quarters.
  • FineMark National Bank & Trust's iPath Select MLP ETN position peaked at $1.06M in Q1 2019.
  • 25 funds tracked by Wall St. Rank held iPath Select MLP ETN as of Q2 2024.

Based on FineMark National Bank & Trust's 13F filing for Q2 2024, filed 2 Aug 2024.