FNBT
BSJI

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

FineMark National Bank & Trust’s Portfolio BSJI Stock Details BSJI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-600
Closed -$14K – 1448
2016
Q1 		$14K Buy
+600
New +$14.1K ﹤0.01% 844

Other funds holding BSJI

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

FineMark National Bank & Trust's BSJI Position: Q2 2016 in Review

FineMark National Bank & Trust sold out of Invesco BulletShares 2018 High Yield Corporate Bond ETF (BSJI) in Q2 2016, closing a stake of 600 shares — an estimated $14K sold.

FineMark National Bank & Trust first reported a position in BSJI in Q1 2016 and held it in 1 quarter. The position peaked at $14K in Q1 2016. 86 funds tracked by Wall St. Rank hold BSJI as of Q2 2016.

  • FineMark National Bank & Trust reported no remaining Invesco BulletShares 2018 High Yield Corporate Bond ETF position as of Q2 2016 after selling out during the quarter.
  • FineMark National Bank & Trust sold 600 Invesco BulletShares 2018 High Yield Corporate Bond ETF shares in Q2 2016, an estimated $14K.
  • FineMark National Bank & Trust first reported a position in Invesco BulletShares 2018 High Yield Corporate Bond ETF in Q1 2016 and held it in 1 quarter.
  • FineMark National Bank & Trust's Invesco BulletShares 2018 High Yield Corporate Bond ETF position peaked at $14K in Q1 2016.
  • 86 funds tracked by Wall St. Rank held Invesco BulletShares 2018 High Yield Corporate Bond ETF as of Q2 2016.

Based on FineMark National Bank & Trust's 13F filing for Q2 2016, filed 8 Aug 2016.