FNBT
DHG

FineMark National Bank & Trust’s Deutsche High Incm Opportunities DHG Stock Holding History

FineMark National Bank & Trust’s Portfolio DHG Stock Details DHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-625
Closed -$9K – 1655
2013
Q3 		$9K Hold
625
– – ﹤0.01% 1013
2013
Q2 		$9K Buy
+625
New +$9.51K ﹤0.01% 999

Other funds holding DHG

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

FineMark National Bank & Trust's DHG Position: Q4 2013 in Review

FineMark National Bank & Trust sold out of Deutsche High Incm Opportunities (DHG) in Q4 2013, closing a stake of 625 shares — an estimated $9K sold.

FineMark National Bank & Trust first reported a position in DHG in Q2 2013 and held it in 2 quarters. The position peaked at $9K in Q3 2013. 38 funds tracked by Wall St. Rank hold DHG as of Q4 2013.

  • FineMark National Bank & Trust reported no remaining Deutsche High Incm Opportunities position as of Q4 2013 after selling out during the quarter.
  • FineMark National Bank & Trust sold 625 Deutsche High Incm Opportunities shares in Q4 2013, an estimated $9K.
  • FineMark National Bank & Trust first reported a position in Deutsche High Incm Opportunities in Q2 2013 and held it in 2 quarters.
  • FineMark National Bank & Trust's Deutsche High Incm Opportunities position peaked at $9K in Q3 2013.
  • 38 funds tracked by Wall St. Rank held Deutsche High Incm Opportunities as of Q4 2013.

Based on FineMark National Bank & Trust's 13F filing for Q4 2013, filed 12 Feb 2014.