FNBT
IYK icon

FineMark National Bank & Trust’s iShares US Consumer Staples ETF IYK Stock Holding History

FineMark National Bank & Trust’s Portfolio IYK Stock Details IYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-2,100
Closed -$73K – 1423
2014
Q4 		$73K Buy
+2,100
New +$71.9K 0.01% 572

Other funds holding IYK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FineMark National Bank & Trust's IYK Position: Q1 2015 in Review

FineMark National Bank & Trust sold out of iShares US Consumer Staples ETF (IYK) in Q1 2015, closing a stake of 2,100 shares — an estimated $73K sold.

FineMark National Bank & Trust first reported a position in IYK in Q4 2014 and held it in 1 quarter. The position peaked at $73K in Q4 2014. 90 funds tracked by Wall St. Rank hold IYK as of Q1 2015.

  • FineMark National Bank & Trust reported no remaining iShares US Consumer Staples ETF position as of Q1 2015 after selling out during the quarter.
  • FineMark National Bank & Trust sold 2,100 iShares US Consumer Staples ETF shares in Q1 2015, an estimated $73K.
  • FineMark National Bank & Trust first reported a position in iShares US Consumer Staples ETF in Q4 2014 and held it in 1 quarter.
  • FineMark National Bank & Trust's iShares US Consumer Staples ETF position peaked at $73K in Q4 2014.
  • 90 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2015.

Based on FineMark National Bank & Trust's 13F filing for Q1 2015, filed 13 May 2015.