FineMark National Bank & Trust’s iShares US Basic Materials ETF IYM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-400	Closed	-$34K	–	1426
2014 Q3	$34K	Hold	400	–	–	0.01%	740
2014 Q2	$35K	Hold	400	–	–	0.01%	732
2014 Q1	$33K	Hold	400	–	–	0.01%	725
2013 Q4	$33K	Hold	400	–	–	0.01%	683
2013 Q3	$30K	Hold	400	–	–	0.01%	687
2013 Q2	$27K	Buy	+400	New	+$28K	0.01%	703

Other funds holding IYM

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

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

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

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

BUB

BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return

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

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

Chartist Inc Seal Beach, California $139M AUM

FineMark National Bank & Trust's IYM Position: Q4 2014 in Review

FineMark National Bank & Trust sold out of iShares US Basic Materials ETF (IYM) in Q4 2014, closing a stake of 400 shares — an estimated $34K sold.

FineMark National Bank & Trust first reported a position in IYM in Q2 2013 and held it in 6 quarters. The position peaked at $35K in Q2 2014. 108 funds tracked by Wall St. Rank hold IYM as of Q4 2014.

FineMark National Bank & Trust reported no remaining iShares US Basic Materials ETF position as of Q4 2014 after selling out during the quarter.
FineMark National Bank & Trust sold 400 iShares US Basic Materials ETF shares in Q4 2014, an estimated $34K.
FineMark National Bank & Trust first reported a position in iShares US Basic Materials ETF in Q2 2013 and held it in 6 quarters.
FineMark National Bank & Trust's iShares US Basic Materials ETF position peaked at $35K in Q2 2014.
108 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2014.

Based on FineMark National Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.