FineMark National Bank & Trust’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-413	Closed	-$9K	–	551
2016 Q4	$9K	Buy	+413	New	+$9.6K	﹤0.01%	975
2016 Q3	–	Sell	-413	Closed	-$10K	–	1333
2016 Q2	$10K	Hold	413	–	–	﹤0.01%	947
2016 Q1	$9K	Buy	413 +5	+1%	+$102	﹤0.01%	922
2015 Q4	$9K	Hold	408	–	–	﹤0.01%	955
2015 Q3	$9K	Sell	408 -5	-1%	-$118	﹤0.01%	989
2015 Q2	$11K	Buy	413 +5	+1%	+$135	﹤0.01%	978
2015 Q1	$11K	Buy	408 +5	+1%	+$129	﹤0.01%	983
2014 Q4	$10K	Hold	403	–	–	﹤0.01%	1030
2014 Q3	$11K	Hold	403	–	–	﹤0.01%	995
2014 Q2	$11K	Hold	403	–	–	﹤0.01%	1016
2014 Q1	$11K	Buy	403 +3	+0.8%	+$76	﹤0.01%	1021
2013 Q4	$11K	Hold	400	–	–	﹤0.01%	996
2013 Q3	$11K	Buy	+400	New	+$10.4K	﹤0.01%	953

Other funds holding ECON

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CHA

Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return

Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return

FineMark National Bank & Trust's ECON Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q1 2017, closing a stake of 413 shares — an estimated $9K sold.

FineMark National Bank & Trust first reported a position in ECON in Q3 2013 and held it in 13 quarters. The position peaked at $11K in Q2 2015. 91 funds tracked by Wall St. Rank hold ECON as of Q1 2017.

FineMark National Bank & Trust reported no remaining Columbia Emerging Markets Consumer ETF position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 413 Columbia Emerging Markets Consumer ETF shares in Q1 2017, an estimated $9K.
FineMark National Bank & Trust first reported a position in Columbia Emerging Markets Consumer ETF in Q3 2013 and held it in 13 quarters.
FineMark National Bank & Trust's Columbia Emerging Markets Consumer ETF position peaked at $11K in Q2 2015.
91 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.