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FineMark National Bank & Trust’s iShares US Utilities ETF IDU Stock Holding History

FineMark National Bank & Trust’s Portfolio IDU Stock Details IDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-756
Closed -$36K – 1448
2013
Q4 		$36K Buy
+756
New +$36.3K 0.01% 665

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DWM
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Bank of America
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LIA
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QA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FineMark National Bank & Trust's IDU Position: Q1 2014 in Review

FineMark National Bank & Trust sold out of iShares US Utilities ETF (IDU) in Q1 2014, closing a stake of 756 shares — an estimated $36K sold.

FineMark National Bank & Trust first reported a position in IDU in Q4 2013 and held it in 1 quarter. The position peaked at $36K in Q4 2013. 98 funds tracked by Wall St. Rank hold IDU as of Q1 2014.

  • FineMark National Bank & Trust reported no remaining iShares US Utilities ETF position as of Q1 2014 after selling out during the quarter.
  • FineMark National Bank & Trust sold 756 iShares US Utilities ETF shares in Q1 2014, an estimated $36K.
  • FineMark National Bank & Trust first reported a position in iShares US Utilities ETF in Q4 2013 and held it in 1 quarter.
  • FineMark National Bank & Trust's iShares US Utilities ETF position peaked at $36K in Q4 2013.
  • 98 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2014.

Based on FineMark National Bank & Trust's 13F filing for Q1 2014, filed 13 May 2014.