FineMark National Bank & Trust’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-580	Closed	-$15K	–	635
2016 Q4	$15K	Hold	580	–	–	﹤0.01%	868
2016 Q3	$14K	Hold	580	–	–	﹤0.01%	870
2016 Q2	$14K	Sell	580 -1,400	-71%	-$33.6K	﹤0.01%	883
2016 Q1	$47K	Buy	1,980 +1,400	+241%	+$33K	0.01%	590
2015 Q4	$15K	Hold	580	–	–	﹤0.01%	871
2015 Q3	$14K	Buy	+580	New	+$15.3K	﹤0.01%	917

Other funds holding HEFA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FineMark National Bank & Trust's HEFA Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2017, closing a stake of 580 shares — an estimated $15K sold.

FineMark National Bank & Trust first reported a position in HEFA in Q3 2015 and held it in 6 quarters. The position peaked at $47K in Q1 2016. 186 funds tracked by Wall St. Rank hold HEFA as of Q1 2017.

FineMark National Bank & Trust reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 580 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2017, an estimated $15K.
FineMark National Bank & Trust first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2015 and held it in 6 quarters.
FineMark National Bank & Trust's iShares Currency Hedged MSCI EAFE ETF position peaked at $47K in Q1 2016.
186 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.