FineMark National Bank & Trust’s iShares US Home Construction ETF ITB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-1,000	Closed	-$27K	–	1401
2016 Q1	$27K	Hold	1,000	–	–	﹤0.01%	721
2015 Q4	$27K	Hold	1,000	–	–	﹤0.01%	757
2015 Q3	$26K	Hold	1,000	–	–	﹤0.01%	791
2015 Q2	$27K	Buy	+1,000	New	+$27.1K	﹤0.01%	814
2013 Q3	–	Sell	-1,200	Closed	-$27K	–	1568
2013 Q2	$27K	Buy	+1,200	New	+$28.7K	0.01%	702

Other funds holding ITB

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

FineMark National Bank & Trust's ITB Position: Q2 2016 in Review

FineMark National Bank & Trust sold out of iShares US Home Construction ETF (ITB) in Q2 2016, closing a stake of 1,000 shares — an estimated $27K sold.

FineMark National Bank & Trust first reported a position in ITB in Q2 2013 and held it in 5 quarters. The position peaked at $27K in Q1 2016. 142 funds tracked by Wall St. Rank hold ITB as of Q2 2016.

FineMark National Bank & Trust reported no remaining iShares US Home Construction ETF position as of Q2 2016 after selling out during the quarter.
FineMark National Bank & Trust sold 1,000 iShares US Home Construction ETF shares in Q2 2016, an estimated $27K.
FineMark National Bank & Trust first reported a position in iShares US Home Construction ETF in Q2 2013 and held it in 5 quarters.
FineMark National Bank & Trust's iShares US Home Construction ETF position peaked at $27K in Q1 2016.
142 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2016.

Based on FineMark National Bank & Trust's 13F filing for Q2 2016, filed 8 Aug 2016.