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FineMark National Bank & Trust’s iShares Global Consumer Staples ETF KXI Stock Holding History

FineMark National Bank & Trust’s Portfolio KXI Stock Details KXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-250
Closed -$11K – 1430
2014
Q1 		$11K Hold
250
– – ﹤0.01% 1024
2013
Q4 		$11K Buy
+250
New +$10.7K ﹤0.01% 1000

Other funds holding KXI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

FineMark National Bank & Trust sold out of iShares Global Consumer Staples ETF (KXI) in Q2 2014, closing a stake of 250 shares — an estimated $11K sold.

FineMark National Bank & Trust first reported a position in KXI in Q4 2013 and held it in 2 quarters. The position peaked at $11K in Q1 2014. 57 funds tracked by Wall St. Rank hold KXI as of Q2 2014.

  • FineMark National Bank & Trust reported no remaining iShares Global Consumer Staples ETF position as of Q2 2014 after selling out during the quarter.
  • FineMark National Bank & Trust sold 250 iShares Global Consumer Staples ETF shares in Q2 2014, an estimated $11K.
  • FineMark National Bank & Trust first reported a position in iShares Global Consumer Staples ETF in Q4 2013 and held it in 2 quarters.
  • FineMark National Bank & Trust's iShares Global Consumer Staples ETF position peaked at $11K in Q1 2014.
  • 57 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2014.

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