FineMark National Bank & Trust’s iShares Global Healthcare ETF IXJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-554	Closed	-$26K	–	684
2016 Q4	$26K	Hold	554	–	–	﹤0.01%	771
2016 Q3	$28K	Hold	554	–	–	﹤0.01%	738
2016 Q2	$28K	Hold	554	–	–	﹤0.01%	752
2016 Q1	$27K	Hold	554	–	–	﹤0.01%	722
2015 Q4	$28K	Hold	554	–	–	﹤0.01%	746
2015 Q3	$27K	Hold	554	–	–	﹤0.01%	781
2015 Q2	$30K	Hold	554	–	–	﹤0.01%	783
2015 Q1	$30K	Hold	554	–	–	﹤0.01%	786
2014 Q4	$28K	Hold	554	–	–	﹤0.01%	826
2014 Q3	$27K	Hold	554	–	–	﹤0.01%	806
2014 Q2	$26K	Hold	554	–	–	﹤0.01%	829
2014 Q1	$25K	Hold	554	–	–	﹤0.01%	825
2013 Q4	$24K	Hold	554	–	–	0.01%	776
2013 Q3	$22K	Hold	554	–	–	0.01%	772
2013 Q2	$21K	Buy	+554	New	+$21.1K	0.01%	774

Other funds holding IXJ

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

Credit Agricole Montrouge Cedex, France $38.1B AUM

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

FineMark National Bank & Trust sold out of iShares Global Healthcare ETF (IXJ) in Q1 2017, closing a stake of 554 shares — an estimated $26K sold.

FineMark National Bank & Trust first reported a position in IXJ in Q2 2013 and held it in 15 quarters. The position peaked at $30K in Q2 2015. 140 funds tracked by Wall St. Rank hold IXJ as of Q1 2017.

FineMark National Bank & Trust reported no remaining iShares Global Healthcare ETF position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 554 iShares Global Healthcare ETF shares in Q1 2017, an estimated $26K.
FineMark National Bank & Trust first reported a position in iShares Global Healthcare ETF in Q2 2013 and held it in 15 quarters.
FineMark National Bank & Trust's iShares Global Healthcare ETF position peaked at $30K in Q2 2015.
140 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2017.

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