FNBT
DWX icon

FineMark National Bank & Trust’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

FineMark National Bank & Trust’s Portfolio DWX Stock Details DWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-2,450
Closed -$113K – 1414
2014
Q3 		$113K Hold
2,450
– – 0.02% 448
2014
Q2 		$126K Buy
+2,450
New +$124K 0.02% 418

Other funds holding DWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FineMark National Bank & Trust's DWX Position: Q4 2014 in Review

FineMark National Bank & Trust sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q4 2014, closing a stake of 2,450 shares — an estimated $113K sold.

FineMark National Bank & Trust first reported a position in DWX in Q2 2014 and held it in 2 quarters. The position peaked at $126K in Q2 2014. 143 funds tracked by Wall St. Rank hold DWX as of Q4 2014.

  • FineMark National Bank & Trust reported no remaining State Street SPDR S&P International Dividend ETF position as of Q4 2014 after selling out during the quarter.
  • FineMark National Bank & Trust sold 2,450 State Street SPDR S&P International Dividend ETF shares in Q4 2014, an estimated $113K.
  • FineMark National Bank & Trust first reported a position in State Street SPDR S&P International Dividend ETF in Q2 2014 and held it in 2 quarters.
  • FineMark National Bank & Trust's State Street SPDR S&P International Dividend ETF position peaked at $126K in Q2 2014.
  • 143 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q4 2014.

Based on FineMark National Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.