FNBT
BSCM

FineMark National Bank & Trust’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

FineMark National Bank & Trust’s Portfolio BSCM Stock Details BSCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-323
Closed -$7K – 1465
2014
Q2 		$7K Buy
+323
New +$6.68K ﹤0.01% 1126

Other funds holding BSCM

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UCFA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FineMark National Bank & Trust's BSCM Position: Q3 2014 in Review

FineMark National Bank & Trust sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q3 2014, closing a stake of 323 shares — an estimated $7K sold.

FineMark National Bank & Trust first reported a position in BSCM in Q2 2014 and held it in 1 quarter. The position peaked at $7K in Q2 2014. 16 funds tracked by Wall St. Rank hold BSCM as of Q3 2014.

  • FineMark National Bank & Trust reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q3 2014 after selling out during the quarter.
  • FineMark National Bank & Trust sold 323 Invesco BulletShares 2022 Corporate Bond ETF shares in Q3 2014, an estimated $7K.
  • FineMark National Bank & Trust first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q2 2014 and held it in 1 quarter.
  • FineMark National Bank & Trust's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $7K in Q2 2014.
  • 16 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q3 2014.

Based on FineMark National Bank & Trust's 13F filing for Q3 2014, filed 13 Nov 2014.