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FineMark National Bank & Trust’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

FineMark National Bank & Trust’s Portfolio IVOG Stock Details IVOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-300
Closed -$12K – 1570
2013
Q2 		$12K Buy
+300
New +$11.9K ﹤0.01% 914

Other funds holding IVOG

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

FineMark National Bank & Trust's IVOG Position: Q3 2013 in Review

FineMark National Bank & Trust sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q3 2013, closing a stake of 300 shares — an estimated $12K sold.

FineMark National Bank & Trust first reported a position in IVOG in Q2 2013 and held it in 1 quarter. The position peaked at $12K in Q2 2013. 12 funds tracked by Wall St. Rank hold IVOG as of Q3 2013.

  • FineMark National Bank & Trust reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q3 2013 after selling out during the quarter.
  • FineMark National Bank & Trust sold 300 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q3 2013, an estimated $12K.
  • FineMark National Bank & Trust first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q2 2013 and held it in 1 quarter.
  • FineMark National Bank & Trust's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $12K in Q2 2013.
  • 12 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q3 2013.

Based on FineMark National Bank & Trust's 13F filing for Q3 2013, filed 14 Nov 2013.