FineMark National Bank & Trust’s iShares US Technology ETF IYW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-600	Closed	-$18K	–	688
2016 Q4	$18K	Buy	+600	New	+$17.9K	﹤0.01%	837
2016 Q1	–	Sell	-600	Closed	-$16K	–	1330
2015 Q4	$16K	Hold	600	–	–	﹤0.01%	859
2015 Q3	$15K	Hold	600	–	–	﹤0.01%	910
2015 Q2	$16K	Hold	600	–	–	﹤0.01%	927
2015 Q1	$16K	Hold	600	–	–	﹤0.01%	924
2014 Q4	$16K	Hold	600	–	–	﹤0.01%	943
2014 Q3	$15K	Hold	600	–	–	﹤0.01%	944
2014 Q2	$15K	Hold	600	–	–	﹤0.01%	957
2014 Q1	$14K	Hold	600	–	–	﹤0.01%	973
2013 Q4	$13K	Hold	600	–	–	﹤0.01%	958
2013 Q3	$12K	Hold	600	–	–	﹤0.01%	927
2013 Q2	$10K	Buy	+600	New	+$11.1K	﹤0.01%	959

Other funds holding IYW

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

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

FineMark National Bank & Trust sold out of iShares US Technology ETF (IYW) in Q1 2017, closing a stake of 600 shares — an estimated $18K sold.

FineMark National Bank & Trust first reported a position in IYW in Q2 2013 and held it in 12 quarters. The position peaked at $18K in Q4 2016. 254 funds tracked by Wall St. Rank hold IYW as of Q1 2017.

FineMark National Bank & Trust reported no remaining iShares US Technology ETF position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 600 iShares US Technology ETF shares in Q1 2017, an estimated $18K.
FineMark National Bank & Trust first reported a position in iShares US Technology ETF in Q2 2013 and held it in 12 quarters.
FineMark National Bank & Trust's iShares US Technology ETF position peaked at $18K in Q4 2016.
254 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2017.

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