FineMark National Bank & Trust’s iShares US Real Estate ETF IYR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-52	Closed	-$4K	–	1376
2016 Q2	$4K	Buy	52 +30	+136%	+$2.35K	﹤0.01%	1106
2016 Q1	$2K	Hold	22	–	–	﹤0.01%	1146
2015 Q4	$2K	Hold	22	–	–	﹤0.01%	1178
2015 Q3	$2K	Hold	22	–	–	﹤0.01%	1266
2015 Q2	$2K	Sell	22 -41	-65%	-$3.11K	﹤0.01%	1257
2015 Q1	$5K	Sell	63 -123	-66%	-$9.84K	﹤0.01%	1124
2014 Q4	$14K	Buy	+186	New	+$13.9K	﹤0.01%	965
2013 Q3	–	Sell	-56	Closed	-$4K	–	1571
2013 Q2	$4K	Buy	+56	New	+$3.96K	﹤0.01%	1144

Other funds holding IYR

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FineMark National Bank & Trust's IYR Position: Q3 2016 in Review

FineMark National Bank & Trust sold out of iShares US Real Estate ETF (IYR) in Q3 2016, closing a stake of 52 shares — an estimated $4K sold.

FineMark National Bank & Trust first reported a position in IYR in Q2 2013 and held it in 8 quarters. The position peaked at $14K in Q4 2014. 346 funds tracked by Wall St. Rank hold IYR as of Q3 2016.

FineMark National Bank & Trust reported no remaining iShares US Real Estate ETF position as of Q3 2016 after selling out during the quarter.
FineMark National Bank & Trust sold 52 iShares US Real Estate ETF shares in Q3 2016, an estimated $4K.
FineMark National Bank & Trust first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 8 quarters.
FineMark National Bank & Trust's iShares US Real Estate ETF position peaked at $14K in Q4 2014.
346 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2016.

Based on FineMark National Bank & Trust's 13F filing for Q3 2016, filed 10 Nov 2016.