FNBT
BSCI

FineMark National Bank & Trust’s Invesco BulletShares 2018 Corporate Bond ETF BSCI Stock Holding History

FineMark National Bank & Trust’s Portfolio BSCI Stock Details BSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-2,026
Closed -$43K – 1487
2014
Q4 		$43K Hold
2,026
– – 0.01% 714
2014
Q3 		$43K Buy
2,026
+1,794
+773% +$38K 0.01% 665
2014
Q2 		$5K Buy
+232
New +$4.92K ﹤0.01% 1171

Other funds holding BSCI

IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

FineMark National Bank & Trust's BSCI Position: Q1 2015 in Review

FineMark National Bank & Trust sold out of Invesco BulletShares 2018 Corporate Bond ETF (BSCI) in Q1 2015, closing a stake of 2,026 shares — an estimated $43K sold.

FineMark National Bank & Trust first reported a position in BSCI in Q2 2014 and held it in 3 quarters. The position peaked at $43K in Q4 2014. 88 funds tracked by Wall St. Rank hold BSCI as of Q1 2015.

  • FineMark National Bank & Trust reported no remaining Invesco BulletShares 2018 Corporate Bond ETF position as of Q1 2015 after selling out during the quarter.
  • FineMark National Bank & Trust sold 2,026 Invesco BulletShares 2018 Corporate Bond ETF shares in Q1 2015, an estimated $43K.
  • FineMark National Bank & Trust first reported a position in Invesco BulletShares 2018 Corporate Bond ETF in Q2 2014 and held it in 3 quarters.
  • FineMark National Bank & Trust's Invesco BulletShares 2018 Corporate Bond ETF position peaked at $43K in Q4 2014.
  • 88 funds tracked by Wall St. Rank held Invesco BulletShares 2018 Corporate Bond ETF as of Q1 2015.

Based on FineMark National Bank & Trust's 13F filing for Q1 2015, filed 13 May 2015.