FNBT
IFLN

FineMark National Bank & Trust’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

FineMark National Bank & Trust’s Portfolio IFLN Stock Details IFLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-170
Closed -$3K – 1338
2016
Q3 		$3K Hold
170
– – ﹤0.01% 1126
2016
Q2 		$3K Hold
170
– – ﹤0.01% 1157
2016
Q1 		$3K Hold
170
– – ﹤0.01% 1100
2015
Q4 		$3K Hold
170
– – ﹤0.01% 1117
2015
Q3 		$3K Hold
170
– – ﹤0.01% 1186
2015
Q2 		$3K Hold
170
– – ﹤0.01% 1202
2015
Q1 		$3K Hold
170
– – ﹤0.01% 1200
2014
Q4 		$3K Hold
170
– – ﹤0.01% 1230
2014
Q3 		$3K Hold
170
– – ﹤0.01% 1209
2014
Q2 		$3K Hold
170
– – ﹤0.01% 1239
2014
Q1 		$3K Hold
170
– – ﹤0.01% 1240
2013
Q4 		$3K Sell
170
-550
-76% -$10.5K ﹤0.01% 1245
2013
Q3 		$14K Sell
720
-318
-31% -$6K ﹤0.01% 906
2013
Q2 		$19K Buy
+1,038
New +$20.1K 0.01% 805

Other funds holding IFLN

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return

FineMark National Bank & Trust's IFLN Position: Q4 2016 in Review

FineMark National Bank & Trust sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q4 2016, closing a stake of 170 shares — an estimated $3K sold.

FineMark National Bank & Trust first reported a position in IFLN in Q2 2013 and held it in 14 quarters. The position peaked at $19K in Q2 2013. 129 funds tracked by Wall St. Rank hold IFLN as of Q4 2016.

  • FineMark National Bank & Trust reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q4 2016 after selling out during the quarter.
  • FineMark National Bank & Trust sold 170 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q4 2016, an estimated $3K.
  • FineMark National Bank & Trust first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q2 2013 and held it in 14 quarters.
  • FineMark National Bank & Trust's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $19K in Q2 2013.
  • 129 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q4 2016.

Based on FineMark National Bank & Trust's 13F filing for Q4 2016, filed 13 Feb 2017.