FineMark National Bank & Trust’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-185	Closed	-$5K	–	672
2016 Q4	$5K	Hold	185	–	–	﹤0.01%	1064
2016 Q3	$6K	Hold	185	–	–	﹤0.01%	1036
2016 Q2	$5K	Hold	185	–	–	﹤0.01%	1074
2016 Q1	$5K	Hold	185	–	–	﹤0.01%	1038
2015 Q4	$5K	Hold	185	–	–	﹤0.01%	1044
2015 Q3	$5K	Hold	185	–	–	﹤0.01%	1091
2015 Q2	$6K	Hold	185	–	–	﹤0.01%	1096
2015 Q1	$6K	Hold	185	–	–	﹤0.01%	1098
2014 Q4	$6K	Hold	185	–	–	﹤0.01%	1115
2014 Q3	$5K	Hold	185	–	–	﹤0.01%	1136
2014 Q2	$5K	Hold	185	–	–	﹤0.01%	1162
2014 Q1	$5K	Hold	185	–	–	﹤0.01%	1166
2013 Q4	$4K	Hold	185	–	–	﹤0.01%	1198
2013 Q3	$4K	Hold	185	–	–	﹤0.01%	1141
2013 Q2	$4K	Buy	+185	New	+$4.45K	﹤0.01%	1142

Other funds holding INDY

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

AIA Group Hong Kong $6.88B AUM 20.97% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

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

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

FineMark National Bank & Trust sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q1 2017, closing a stake of 185 shares — an estimated $5K sold.

FineMark National Bank & Trust first reported a position in INDY in Q2 2013 and held it in 15 quarters. The position peaked at $6K in Q3 2016. 88 funds tracked by Wall St. Rank hold INDY as of Q1 2017.

FineMark National Bank & Trust reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 185 iShares S&P India Nifty 50 Index Fund shares in Q1 2017, an estimated $5K.
FineMark National Bank & Trust first reported a position in iShares S&P India Nifty 50 Index Fund in Q2 2013 and held it in 15 quarters.
FineMark National Bank & Trust's iShares S&P India Nifty 50 Index Fund position peaked at $6K in Q3 2016.
88 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q1 2017.

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