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FineMark National Bank & Trust’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

FineMark National Bank & Trust’s Portfolio ELD Stock Details ELD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,450
Closed -$50K – 1388
2015
Q3 		$50K Hold
1,450
– – 0.01% 626
2015
Q2 		$56K Buy
+1,450
New +$58.1K 0.01% 629

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MIS
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USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
PA
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TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return

FineMark National Bank & Trust's ELD Position: Q4 2015 in Review

FineMark National Bank & Trust sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q4 2015, closing a stake of 1,450 shares — an estimated $50K sold.

FineMark National Bank & Trust first reported a position in ELD in Q2 2015 and held it in 2 quarters. The position peaked at $56K in Q2 2015. 82 funds tracked by Wall St. Rank hold ELD as of Q4 2015.

  • FineMark National Bank & Trust reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q4 2015 after selling out during the quarter.
  • FineMark National Bank & Trust sold 1,450 WisdomTree Emerging Markets Local Debt Fund shares in Q4 2015, an estimated $50K.
  • FineMark National Bank & Trust first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2015 and held it in 2 quarters.
  • FineMark National Bank & Trust's WisdomTree Emerging Markets Local Debt Fund position peaked at $56K in Q2 2015.
  • 82 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q4 2015.

Based on FineMark National Bank & Trust's 13F filing for Q4 2015, filed 9 Feb 2016.