FineMark National Bank & Trust’s Arrow Dow Jones Global Yield ETF GYLD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-10,575	Closed	-$254K	–	1415
2014 Q4	$254K	Buy	10,575 +1,965	+23%	+$49.9K	0.04%	310
2014 Q3	$226K	Buy	8,610 +540	+7%	+$15K	0.04%	317
2014 Q2	$228K	Hold	8,070	–	–	0.04%	316
2014 Q1	$218K	Sell	8,070 -4,955	-38%	-$131K	0.04%	300
2013 Q4	$346K	Buy	+13,025	New	+$344K	0.07%	229

Other funds holding GYLD

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

JWM

Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FineMark National Bank & Trust's GYLD Position: Q1 2015 in Review

FineMark National Bank & Trust sold out of Arrow Dow Jones Global Yield ETF (GYLD) in Q1 2015, closing a stake of 10,575 shares — an estimated $254K sold.

FineMark National Bank & Trust first reported a position in GYLD in Q4 2013 and held it in 5 quarters. The position peaked at $346K in Q4 2013. 39 funds tracked by Wall St. Rank hold GYLD as of Q1 2015.

FineMark National Bank & Trust reported no remaining Arrow Dow Jones Global Yield ETF position as of Q1 2015 after selling out during the quarter.
FineMark National Bank & Trust sold 10,575 Arrow Dow Jones Global Yield ETF shares in Q1 2015, an estimated $254K.
FineMark National Bank & Trust first reported a position in Arrow Dow Jones Global Yield ETF in Q4 2013 and held it in 5 quarters.
FineMark National Bank & Trust's Arrow Dow Jones Global Yield ETF position peaked at $346K in Q4 2013.
39 funds tracked by Wall St. Rank held Arrow Dow Jones Global Yield ETF as of Q1 2015.

Based on FineMark National Bank & Trust's 13F filing for Q1 2015, filed 13 May 2015.