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FineMark National Bank & Trust’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

FineMark National Bank & Trust’s Portfolio CVY Stock Details CVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-80
Closed -$2K – 1302
2016
Q3 		$2K Sell
80
-620
-89% -$12.1K ﹤0.01% 1162
2016
Q2 		$13K Buy
+700
New +$13.2K ﹤0.01% 896

Other funds holding CVY

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LI
Longer Investments Fayetteville, Arkansas $84.6M AUM 4.85% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

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

FineMark National Bank & Trust sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q4 2016, closing a stake of 80 shares — an estimated $2K sold.

FineMark National Bank & Trust first reported a position in CVY in Q2 2016 and held it in 2 quarters. The position peaked at $13K in Q2 2016. 63 funds tracked by Wall St. Rank hold CVY as of Q4 2016.

  • FineMark National Bank & Trust reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q4 2016 after selling out during the quarter.
  • FineMark National Bank & Trust sold 80 Invesco Zacks Multi-Asset Income ETF shares in Q4 2016, an estimated $2K.
  • FineMark National Bank & Trust first reported a position in Invesco Zacks Multi-Asset Income ETF in Q2 2016 and held it in 2 quarters.
  • FineMark National Bank & Trust's Invesco Zacks Multi-Asset Income ETF position peaked at $13K in Q2 2016.
  • 63 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q4 2016.

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