FineMark National Bank & Trust’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	–	Sell	-97	Closed	-$2K	–	1545
2013 Q2	$2K	Buy	+97	New	+$1.73K	﹤0.01%	1248

Other funds holding EPI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

FineMark National Bank & Trust's EPI Position: Q3 2013 in Review

FineMark National Bank & Trust sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2013, closing a stake of 97 shares — an estimated $2K sold.

FineMark National Bank & Trust first reported a position in EPI in Q2 2013 and held it in 1 quarter. The position peaked at $2K in Q2 2013. 114 funds tracked by Wall St. Rank hold EPI as of Q3 2013.

FineMark National Bank & Trust reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2013 after selling out during the quarter.
FineMark National Bank & Trust sold 97 WisdomTree India Earnings Fund ETF shares in Q3 2013, an estimated $2K.
FineMark National Bank & Trust first reported a position in WisdomTree India Earnings Fund ETF in Q2 2013 and held it in 1 quarter.
FineMark National Bank & Trust's WisdomTree India Earnings Fund ETF position peaked at $2K in Q2 2013.
114 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2013.

Based on FineMark National Bank & Trust's 13F filing for Q3 2013, filed 14 Nov 2013.