FineMark National Bank & Trust’s Invesco S&P Spin-Off ETF CSD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-42	Closed	-$2K	–	1300
2016 Q3	$2K	Buy	+42	New	+$1.77K	﹤0.01%	1161

Other funds holding CSD

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

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

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RWM

Rezny Wealth Management Fort Myers, Florida $464M AUM 22.16% 1-Year Est. Return

FineMark National Bank & Trust's CSD Position: Q4 2016 in Review

FineMark National Bank & Trust sold out of Invesco S&P Spin-Off ETF (CSD) in Q4 2016, closing a stake of 42 shares — an estimated $2K sold.

FineMark National Bank & Trust first reported a position in CSD in Q3 2016 and held it in 1 quarter. The position peaked at $2K in Q3 2016. 53 funds tracked by Wall St. Rank hold CSD as of Q4 2016.

FineMark National Bank & Trust reported no remaining Invesco S&P Spin-Off ETF position as of Q4 2016 after selling out during the quarter.
FineMark National Bank & Trust sold 42 Invesco S&P Spin-Off ETF shares in Q4 2016, an estimated $2K.
FineMark National Bank & Trust first reported a position in Invesco S&P Spin-Off ETF in Q3 2016 and held it in 1 quarter.
FineMark National Bank & Trust's Invesco S&P Spin-Off ETF position peaked at $2K in Q3 2016.
53 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q4 2016.

Based on FineMark National Bank & Trust's 13F filing for Q4 2016, filed 13 Feb 2017.