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FineMark National Bank & Trust’s VanEck BDC Income ETF BIZD Stock Holding History

FineMark National Bank & Trust’s Portfolio BIZD Stock Details BIZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-273
Closed -$5K – 1291
2016
Q3 		$5K Buy
+273
New +$4.74K ﹤0.01% 1053

Other funds holding BIZD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFP
Mosaic Financial Partners San Francisco, California $152M AUM 1.45% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RBC
Roble Belko & Company Sewickley, Pennsylvania $925M AUM 19.7% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ICOA
Investment Centers of America Bismarck, North Dakota $712K AUM 15.54% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

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

FineMark National Bank & Trust sold out of VanEck BDC Income ETF (BIZD) in Q4 2016, closing a stake of 273 shares — an estimated $5K sold.

FineMark National Bank & Trust first reported a position in BIZD in Q3 2016 and held it in 1 quarter. The position peaked at $5K in Q3 2016. 39 funds tracked by Wall St. Rank hold BIZD as of Q4 2016.

  • FineMark National Bank & Trust reported no remaining VanEck BDC Income ETF position as of Q4 2016 after selling out during the quarter.
  • FineMark National Bank & Trust sold 273 VanEck BDC Income ETF shares in Q4 2016, an estimated $5K.
  • FineMark National Bank & Trust first reported a position in VanEck BDC Income ETF in Q3 2016 and held it in 1 quarter.
  • FineMark National Bank & Trust's VanEck BDC Income ETF position peaked at $5K in Q3 2016.
  • 39 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q4 2016.

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