FineMark National Bank & Trust’s iShares US Regional Banks ETF IAT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-125	Closed	-$6K	–	655
2016 Q4	$6K	Buy	+125	New	+$5.06K	﹤0.01%	1034
2013 Q3	–	Sell	-550	Closed	-$16K	–	1565
2013 Q2	$16K	Buy	+550	New	+$15.2K	﹤0.01%	857

Other funds holding IAT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

BCM

BTR Capital Management Oakland, California $641M AUM 9.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

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

FineMark National Bank & Trust sold out of iShares US Regional Banks ETF (IAT) in Q1 2017, closing a stake of 125 shares — an estimated $6K sold.

FineMark National Bank & Trust first reported a position in IAT in Q2 2013 and held it in 2 quarters. The position peaked at $16K in Q2 2013. 124 funds tracked by Wall St. Rank hold IAT as of Q1 2017.

FineMark National Bank & Trust reported no remaining iShares US Regional Banks ETF position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 125 iShares US Regional Banks ETF shares in Q1 2017, an estimated $6K.
FineMark National Bank & Trust first reported a position in iShares US Regional Banks ETF in Q2 2013 and held it in 2 quarters.
FineMark National Bank & Trust's iShares US Regional Banks ETF position peaked at $16K in Q2 2013.
124 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2017.

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