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FineMark National Bank & Trust’s iShares Expanded Tech Sector ETF IGM Stock Holding History

FineMark National Bank & Trust’s Portfolio IGM Stock Details IGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-3,600
Closed -$61K – 1419
2014
Q4 		$61K Buy
+3,600
New +$59.4K 0.01% 604

Other funds holding IGM

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BOS
Bingham Osborn & Scarborough San Francisco, California $1.42B AUM 27.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

FineMark National Bank & Trust's IGM Position: Q1 2015 in Review

FineMark National Bank & Trust sold out of iShares Expanded Tech Sector ETF (IGM) in Q1 2015, closing a stake of 3,600 shares — an estimated $61K sold.

FineMark National Bank & Trust first reported a position in IGM in Q4 2014 and held it in 1 quarter. The position peaked at $61K in Q4 2014. 91 funds tracked by Wall St. Rank hold IGM as of Q1 2015.

  • FineMark National Bank & Trust reported no remaining iShares Expanded Tech Sector ETF position as of Q1 2015 after selling out during the quarter.
  • FineMark National Bank & Trust sold 3,600 iShares Expanded Tech Sector ETF shares in Q1 2015, an estimated $61K.
  • FineMark National Bank & Trust first reported a position in iShares Expanded Tech Sector ETF in Q4 2014 and held it in 1 quarter.
  • FineMark National Bank & Trust's iShares Expanded Tech Sector ETF position peaked at $61K in Q4 2014.
  • 91 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2015.

Based on FineMark National Bank & Trust's 13F filing for Q1 2015, filed 13 May 2015.