FineMark National Bank & Trust’s Blackrock Muni 2018 Term Tr BPK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-1,500	Closed	-$22K	–	1176
2016 Q4	$22K	Hold	1,500	–	–	﹤0.01%	811
2016 Q3	$23K	Hold	1,500	–	–	﹤0.01%	791
2016 Q2	$23K	Hold	1,500	–	–	﹤0.01%	806
2016 Q1	$23K	Hold	1,500	–	–	﹤0.01%	764
2015 Q4	$23K	Hold	1,500	–	–	﹤0.01%	798
2015 Q3	$23K	Hold	1,500	–	–	﹤0.01%	822
2015 Q2	$23K	Hold	1,500	–	–	﹤0.01%	857
2015 Q1	$24K	Hold	1,500	–	–	﹤0.01%	848
2014 Q4	$24K	Hold	1,500	–	–	﹤0.01%	868
2014 Q3	$24K	Hold	1,500	–	–	﹤0.01%	853
2014 Q2	$24K	Hold	1,500	–	–	﹤0.01%	863
2014 Q1	$24K	Hold	1,500	–	–	﹤0.01%	840
2013 Q4	$24K	Hold	1,500	–	–	0.01%	782
2013 Q3	$24K	Hold	1,500	–	–	0.01%	753
2013 Q2	$24K	Buy	+1,500	New	+$24.6K	0.01%	744

Other funds holding BPK

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

FineMark National Bank & Trust's BPK Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Blackrock Muni 2018 Term Tr (BPK) in Q1 2017, closing a stake of 1,500 shares — an estimated $22K sold.

FineMark National Bank & Trust first reported a position in BPK in Q2 2013 and held it in 15 quarters. The position peaked at $24K in Q1 2015. 39 funds tracked by Wall St. Rank hold BPK as of Q1 2017.

FineMark National Bank & Trust reported no remaining Blackrock Muni 2018 Term Tr position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 1,500 Blackrock Muni 2018 Term Tr shares in Q1 2017, an estimated $22K.
FineMark National Bank & Trust first reported a position in Blackrock Muni 2018 Term Tr in Q2 2013 and held it in 15 quarters.
FineMark National Bank & Trust's Blackrock Muni 2018 Term Tr position peaked at $24K in Q1 2015.
39 funds tracked by Wall St. Rank held Blackrock Muni 2018 Term Tr as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.