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FineMark National Bank & Trust’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

FineMark National Bank & Trust’s Portfolio FDIS Stock Details FDIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-539
Closed -$17K – 1317
2015
Q4 		$17K Buy
+539
New +$16.8K ﹤0.01% 849

Other funds holding FDIS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FineMark National Bank & Trust's FDIS Position: Q1 2016 in Review

FineMark National Bank & Trust sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q1 2016, closing a stake of 539 shares — an estimated $17K sold.

FineMark National Bank & Trust first reported a position in FDIS in Q4 2015 and held it in 1 quarter. The position peaked at $17K in Q4 2015. 44 funds tracked by Wall St. Rank hold FDIS as of Q1 2016.

  • FineMark National Bank & Trust reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q1 2016 after selling out during the quarter.
  • FineMark National Bank & Trust sold 539 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2016, an estimated $17K.
  • FineMark National Bank & Trust first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2015 and held it in 1 quarter.
  • FineMark National Bank & Trust's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $17K in Q4 2015.
  • 44 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2016.

Based on FineMark National Bank & Trust's 13F filing for Q1 2016, filed 10 May 2016.