FineMark National Bank & Trust’s iShares MSCI Hong Kong ETF EWH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-2,007	Closed	-$39K	–	1344
2016 Q2	$39K	Buy	2,007 +7	+0.4%	+$137	﹤0.01%	658
2016 Q1	$40K	Hold	2,000	–	–	﹤0.01%	628
2015 Q4	$40K	Hold	2,000	–	–	﹤0.01%	651
2015 Q3	$38K	Hold	2,000	–	–	0.01%	694
2015 Q2	$45K	Buy	+2,000	New	+$47.2K	0.01%	680
2013 Q3	–	Sell	-97	Closed	-$2K	–	1548
2013 Q2	$2K	Buy	+97	New	+$1.92K	﹤0.01%	1251

Other funds holding EWH

WIM

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

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

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

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

PVH

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

GAM Holding Zurich, Switzerland $1.57B AUM 25.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

FineMark National Bank & Trust's EWH Position: Q3 2016 in Review

FineMark National Bank & Trust sold out of iShares MSCI Hong Kong ETF (EWH) in Q3 2016, closing a stake of 2,007 shares — an estimated $39K sold.

FineMark National Bank & Trust first reported a position in EWH in Q2 2013 and held it in 6 quarters. The position peaked at $45K in Q2 2015. 128 funds tracked by Wall St. Rank hold EWH as of Q3 2016.

FineMark National Bank & Trust reported no remaining iShares MSCI Hong Kong ETF position as of Q3 2016 after selling out during the quarter.
FineMark National Bank & Trust sold 2,007 iShares MSCI Hong Kong ETF shares in Q3 2016, an estimated $39K.
FineMark National Bank & Trust first reported a position in iShares MSCI Hong Kong ETF in Q2 2013 and held it in 6 quarters.
FineMark National Bank & Trust's iShares MSCI Hong Kong ETF position peaked at $45K in Q2 2015.
128 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q3 2016.

Based on FineMark National Bank & Trust's 13F filing for Q3 2016, filed 10 Nov 2016.