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FineMark National Bank & Trust’s iShares US Transportation ETF IYT Stock Holding History

FineMark National Bank & Trust’s Portfolio IYT Stock Details IYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-52
Closed -$2K – 1427
2014
Q1 		$2K Hold
52
– – ﹤0.01% 1285
2013
Q4 		$2K Buy
+52
New +$1.63K ﹤0.01% 1306

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RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

FineMark National Bank & Trust's IYT Position: Q2 2014 in Review

FineMark National Bank & Trust sold out of iShares US Transportation ETF (IYT) in Q2 2014, closing a stake of 52 shares — an estimated $2K sold.

FineMark National Bank & Trust first reported a position in IYT in Q4 2013 and held it in 2 quarters. The position peaked at $2K in Q1 2014. 109 funds tracked by Wall St. Rank hold IYT as of Q2 2014.

  • FineMark National Bank & Trust reported no remaining iShares US Transportation ETF position as of Q2 2014 after selling out during the quarter.
  • FineMark National Bank & Trust sold 52 iShares US Transportation ETF shares in Q2 2014, an estimated $2K.
  • FineMark National Bank & Trust first reported a position in iShares US Transportation ETF in Q4 2013 and held it in 2 quarters.
  • FineMark National Bank & Trust's iShares US Transportation ETF position peaked at $2K in Q1 2014.
  • 109 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2014.

Based on FineMark National Bank & Trust's 13F filing for Q2 2014, filed 13 Aug 2014.