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FineMark National Bank & Trust’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

FineMark National Bank & Trust’s Portfolio FHLC Stock Details FHLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-481
Closed -$17K – 1319
2015
Q4 		$17K Buy
+481
New +$16.3K ﹤0.01% 851

Other funds holding FHLC

PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

FineMark National Bank & Trust sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2016, closing a stake of 481 shares — an estimated $17K sold.

FineMark National Bank & Trust first reported a position in FHLC in Q4 2015 and held it in 1 quarter. The position peaked at $17K in Q4 2015. 56 funds tracked by Wall St. Rank hold FHLC as of Q1 2016.

  • FineMark National Bank & Trust reported no remaining Fidelity MSCI Health Care Index ETF position as of Q1 2016 after selling out during the quarter.
  • FineMark National Bank & Trust sold 481 Fidelity MSCI Health Care Index ETF shares in Q1 2016, an estimated $17K.
  • FineMark National Bank & Trust first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2015 and held it in 1 quarter.
  • FineMark National Bank & Trust's Fidelity MSCI Health Care Index ETF position peaked at $17K in Q4 2015.
  • 56 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2016.

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