FineMark National Bank & Trust’s iShares North American Natural Resources ETF IGE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-55	Closed	-$2K	–	664
2016 Q4	$2K	Sell	55 -74	-57%	-$2.58K	﹤0.01%	1165
2016 Q3	$4K	Buy	129 +74	+135%	+$2.49K	﹤0.01%	1085
2016 Q2	$2K	Hold	55	–	–	﹤0.01%	1204
2016 Q1	$2K	Hold	55	–	–	﹤0.01%	1144
2015 Q4	$2K	Sell	55 -2,000	-97%	-$62.2K	﹤0.01%	1174
2015 Q3	$60K	Hold	2,055	–	–	0.01%	573
2015 Q2	$75K	Hold	2,055	–	–	0.01%	548
2015 Q1	$77K	Hold	2,055	–	–	0.01%	553
2014 Q4	$79K	Hold	2,055	–	–	0.01%	555
2014 Q3	$92K	Hold	2,055	–	–	0.01%	494
2014 Q2	$103K	Hold	2,055	–	–	0.02%	462
2014 Q1	$91K	Hold	2,055	–	–	0.02%	474
2013 Q4	$89K	Hold	2,055	–	–	0.02%	454
2013 Q3	$85K	Sell	2,055 -504	-20%	-$20.6K	0.02%	463
2013 Q2	$98K	Buy	+2,559	New	+$101K	0.03%	397

Other funds holding IGE

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

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

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

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

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

Mercer Investments Boston, Massachusetts $62.6M AUM 17.6% 1-Year Est. Return

VIA

Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

RBC

Roble Belko & Company Sewickley, Pennsylvania $925M AUM 19.7% 1-Year Est. Return

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

FineMark National Bank & Trust sold out of iShares North American Natural Resources ETF (IGE) in Q1 2017, closing a stake of 55 shares — an estimated $2K sold.

FineMark National Bank & Trust first reported a position in IGE in Q2 2013 and held it in 15 quarters. The position peaked at $103K in Q2 2014. 134 funds tracked by Wall St. Rank hold IGE as of Q1 2017.

FineMark National Bank & Trust reported no remaining iShares North American Natural Resources ETF position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 55 iShares North American Natural Resources ETF shares in Q1 2017, an estimated $2K.
FineMark National Bank & Trust first reported a position in iShares North American Natural Resources ETF in Q2 2013 and held it in 15 quarters.
FineMark National Bank & Trust's iShares North American Natural Resources ETF position peaked at $103K in Q2 2014.
134 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2017.

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