FineMark National Bank & Trust’s iShares US Energy ETF IYE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-5,626	Closed	-$234K	–	685
2016 Q4	$234K	Buy	5,626 +4,626	+463%	+$184K	0.02%	310
2016 Q3	$39K	Hold	1,000	–	–	﹤0.01%	666
2016 Q2	$38K	Hold	1,000	–	–	﹤0.01%	668
2016 Q1	$35K	Hold	1,000	–	–	﹤0.01%	663
2015 Q4	$34K	Buy	+1,000	New	+$37K	﹤0.01%	703
2015 Q1	–	Sell	-1,500	Closed	-$67K	–	1422
2014 Q4	$67K	Hold	1,500	–	–	0.01%	585
2014 Q3	$77K	Hold	1,500	–	–	0.01%	543
2014 Q2	$85K	Hold	1,500	–	–	0.01%	506
2014 Q1	$76K	Hold	1,500	–	–	0.01%	509
2013 Q4	$76K	Hold	1,500	–	–	0.02%	488
2013 Q3	$71K	Hold	1,500	–	–	0.02%	492
2013 Q2	$67K	Buy	+1,500	New	+$67.7K	0.02%	484

Other funds holding IYE

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

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

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

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

FineMark National Bank & Trust sold out of iShares US Energy ETF (IYE) in Q1 2017, closing a stake of 5,626 shares — an estimated $234K sold.

FineMark National Bank & Trust first reported a position in IYE in Q2 2013 and held it in 12 quarters. The position peaked at $234K in Q4 2016. 167 funds tracked by Wall St. Rank hold IYE as of Q1 2017.

FineMark National Bank & Trust reported no remaining iShares US Energy ETF position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 5,626 iShares US Energy ETF shares in Q1 2017, an estimated $234K.
FineMark National Bank & Trust first reported a position in iShares US Energy ETF in Q2 2013 and held it in 12 quarters.
FineMark National Bank & Trust's iShares US Energy ETF position peaked at $234K in Q4 2016.
167 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2017.

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