FineMark National Bank & Trust’s iShares Dow Jones US ETF IYY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-2,550	Closed	-$143K	–	689
2016 Q4	$143K	Hold	2,550	–	–	0.01%	395
2016 Q3	$138K	Hold	2,550	–	–	0.01%	384
2016 Q2	$133K	Hold	2,550	–	–	0.01%	370
2016 Q1	$131K	Hold	2,550	–	–	0.02%	366
2015 Q4	$130K	Hold	2,550	–	–	0.02%	395
2015 Q3	$123K	Buy	+2,550	New	+$131K	0.02%	404

Other funds holding IYY

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

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

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

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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

LWA

Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

AAC

Asset Advisors Corp Augusta, Georgia $575M AUM 14.42% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

FineMark National Bank & Trust sold out of iShares Dow Jones US ETF (IYY) in Q1 2017, closing a stake of 2,550 shares — an estimated $143K sold.

FineMark National Bank & Trust first reported a position in IYY in Q3 2015 and held it in 6 quarters. The position peaked at $143K in Q4 2016. 108 funds tracked by Wall St. Rank hold IYY as of Q1 2017.

FineMark National Bank & Trust reported no remaining iShares Dow Jones US ETF position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 2,550 iShares Dow Jones US ETF shares in Q1 2017, an estimated $143K.
FineMark National Bank & Trust first reported a position in iShares Dow Jones US ETF in Q3 2015 and held it in 6 quarters.
FineMark National Bank & Trust's iShares Dow Jones US ETF position peaked at $143K in Q4 2016.
108 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2017.

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