FNBT
NFO

FineMark National Bank & Trust’s Invesco Insider Sentiment ETF NFO Stock Holding History

FineMark National Bank & Trust’s Portfolio NFO Stock Details NFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-39
Closed -$2K – 1391
2016
Q3 		$2K Buy
+39
New +$1.95K ﹤0.01% 1215

Other funds holding NFO

WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $1.5B AUM 26.39% 1-Year Est. Return
NCMW
Northern Capital Management (Wisconsin) Madison, Wisconsin $373M AUM 11.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FineMark National Bank & Trust's NFO Position: Q4 2016 in Review

FineMark National Bank & Trust sold out of Invesco Insider Sentiment ETF (NFO) in Q4 2016, closing a stake of 39 shares — an estimated $2K sold.

FineMark National Bank & Trust first reported a position in NFO in Q3 2016 and held it in 1 quarter. The position peaked at $2K in Q3 2016. 28 funds tracked by Wall St. Rank hold NFO as of Q4 2016.

  • FineMark National Bank & Trust reported no remaining Invesco Insider Sentiment ETF position as of Q4 2016 after selling out during the quarter.
  • FineMark National Bank & Trust sold 39 Invesco Insider Sentiment ETF shares in Q4 2016, an estimated $2K.
  • FineMark National Bank & Trust first reported a position in Invesco Insider Sentiment ETF in Q3 2016 and held it in 1 quarter.
  • FineMark National Bank & Trust's Invesco Insider Sentiment ETF position peaked at $2K in Q3 2016.
  • 28 funds tracked by Wall St. Rank held Invesco Insider Sentiment ETF as of Q4 2016.

Based on FineMark National Bank & Trust's 13F filing for Q4 2016, filed 13 Feb 2017.