FNBT
MFT

FineMark National Bank & Trust’s BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND MFT Stock Holding History

FineMark National Bank & Trust’s Portfolio MFT Stock Details MFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-6,828
Closed -$95K – 1254
2016
Q4 		$95K Hold
6,828
– – 0.01% 480
2016
Q3 		$104K Hold
6,828
– – 0.01% 449
2016
Q2 		$107K Hold
6,828
– – 0.01% 428
2016
Q1 		$100K Hold
6,828
– – 0.01% 433
2015
Q4 		$96K Hold
6,828
– – 0.01% 456
2015
Q3 		$92K Hold
6,828
– – 0.01% 480
2015
Q2 		$90K Hold
6,828
– – 0.01% 516
2015
Q1 		$95K Hold
6,828
– – 0.01% 500
2014
Q4 		$94K Hold
6,828
– – 0.01% 501
2014
Q3 		$91K Hold
6,828
– – 0.01% 500
2014
Q2 		$92K Hold
6,828
– – 0.02% 492
2014
Q1 		$89K Hold
6,828
– – 0.02% 482
2013
Q4 		$84K Hold
6,828
– – 0.02% 471
2013
Q3 		$88K Hold
6,828
– – 0.02% 454
2013
Q2 		$91K Buy
+6,828
New +$99.6K 0.03% 414

Other funds holding MFT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

FineMark National Bank & Trust sold out of BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND (MFT) in Q1 2017, closing a stake of 6,828 shares — an estimated $95K sold.

FineMark National Bank & Trust first reported a position in MFT in Q2 2013 and held it in 15 quarters. The position peaked at $107K in Q2 2016. 22 funds tracked by Wall St. Rank hold MFT as of Q1 2017.

  • FineMark National Bank & Trust reported no remaining BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND position as of Q1 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 6,828 BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND shares in Q1 2017, an estimated $95K.
  • FineMark National Bank & Trust first reported a position in BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND in Q2 2013 and held it in 15 quarters.
  • FineMark National Bank & Trust's BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND position peaked at $107K in Q2 2016.
  • 22 funds tracked by Wall St. Rank held BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND as of Q1 2017.

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