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FineMark National Bank & Trust’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

FineMark National Bank & Trust’s Portfolio EPP Stock Details EPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-46
Closed -$2K – 1438
2013
Q4 		$2K Buy
+46
New +$2.22K ﹤0.01% 1295

Other funds holding EPP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MB
Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

FineMark National Bank & Trust's EPP Position: Q1 2014 in Review

FineMark National Bank & Trust sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q1 2014, closing a stake of 46 shares — an estimated $2K sold.

FineMark National Bank & Trust first reported a position in EPP in Q4 2013 and held it in 1 quarter. The position peaked at $2K in Q4 2013. 235 funds tracked by Wall St. Rank hold EPP as of Q1 2014.

  • FineMark National Bank & Trust reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q1 2014 after selling out during the quarter.
  • FineMark National Bank & Trust sold 46 iShares MSCI Pacific ex Japan ETF shares in Q1 2014, an estimated $2K.
  • FineMark National Bank & Trust first reported a position in iShares MSCI Pacific ex Japan ETF in Q4 2013 and held it in 1 quarter.
  • FineMark National Bank & Trust's iShares MSCI Pacific ex Japan ETF position peaked at $2K in Q4 2013.
  • 235 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q1 2014.

Based on FineMark National Bank & Trust's 13F filing for Q1 2014, filed 13 May 2014.