FNBT
BSCG

FineMark National Bank & Trust’s Guggenheim BulletShares 2016 Corporate Bond ETF BSCG Stock Holding History

FineMark National Bank & Trust’s Portfolio BSCG Stock Details BSCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-218
Closed -$5K – 1468
2014
Q3 		$5K Hold
218
– – ﹤0.01% 1149
2014
Q2 		$5K Buy
+218
New +$4.88K ﹤0.01% 1178

Other funds holding BSCG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FineMark National Bank & Trust's BSCG Position: Q4 2014 in Review

FineMark National Bank & Trust sold out of Guggenheim BulletShares 2016 Corporate Bond ETF (BSCG) in Q4 2014, closing a stake of 218 shares — an estimated $5K sold.

FineMark National Bank & Trust first reported a position in BSCG in Q2 2014 and held it in 2 quarters. The position peaked at $5K in Q3 2014. 101 funds tracked by Wall St. Rank hold BSCG as of Q4 2014.

  • FineMark National Bank & Trust reported no remaining Guggenheim BulletShares 2016 Corporate Bond ETF position as of Q4 2014 after selling out during the quarter.
  • FineMark National Bank & Trust sold 218 Guggenheim BulletShares 2016 Corporate Bond ETF shares in Q4 2014, an estimated $5K.
  • FineMark National Bank & Trust first reported a position in Guggenheim BulletShares 2016 Corporate Bond ETF in Q2 2014 and held it in 2 quarters.
  • FineMark National Bank & Trust's Guggenheim BulletShares 2016 Corporate Bond ETF position peaked at $5K in Q3 2014.
  • 101 funds tracked by Wall St. Rank held Guggenheim BulletShares 2016 Corporate Bond ETF as of Q4 2014.

Based on FineMark National Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.