FineMark National Bank & Trust’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-240	Closed	-$28K	–	1307
2016 Q3	$28K	Buy	240 +22	+10%	+$2.56K	﹤0.01%	736
2016 Q2	$25K	Buy	+218	New	+$24.3K	﹤0.01%	780
2015 Q3	–	Sell	-308	Closed	-$34K	–	1531
2015 Q2	$34K	Buy	+308	New	+$34.5K	﹤0.01%	755
2014 Q3	–	Sell	-60	Closed	-$7K	–	1396
2014 Q2	$7K	Sell	60 -29	-33%	-$3.29K	﹤0.01%	1100
2014 Q1	$10K	Buy	+89	New	+$9.69K	﹤0.01%	1043

Other funds holding EMB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

FineMark National Bank & Trust sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2016, closing a stake of 240 shares — an estimated $28K sold.

FineMark National Bank & Trust first reported a position in EMB in Q1 2014 and held it in 5 quarters. The position peaked at $34K in Q2 2015. 383 funds tracked by Wall St. Rank hold EMB as of Q4 2016.

FineMark National Bank & Trust reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2016 after selling out during the quarter.
FineMark National Bank & Trust sold 240 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2016, an estimated $28K.
FineMark National Bank & Trust first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2014 and held it in 5 quarters.
FineMark National Bank & Trust's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $34K in Q2 2015.
383 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2016.

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