FineMark National Bank & Trust’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-45	Closed	-$1K	–	1336
2016 Q3	$1K	Buy	+45	New	+$869	﹤0.01%	1261

Other funds holding PBW

ZIG

Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

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

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

JGUA

John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return

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

CCM

Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return

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

FineMark National Bank & Trust sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q4 2016, closing a stake of 45 shares — an estimated $1K sold.

FineMark National Bank & Trust first reported a position in PBW in Q3 2016 and held it in 1 quarter. The position peaked at $1K in Q3 2016. 83 funds tracked by Wall St. Rank hold PBW as of Q4 2016.

FineMark National Bank & Trust reported no remaining Invesco WilderHill Clean Energy ETF position as of Q4 2016 after selling out during the quarter.
FineMark National Bank & Trust sold 45 Invesco WilderHill Clean Energy ETF shares in Q4 2016, an estimated $1K.
FineMark National Bank & Trust first reported a position in Invesco WilderHill Clean Energy ETF in Q3 2016 and held it in 1 quarter.
FineMark National Bank & Trust's Invesco WilderHill Clean Energy ETF position peaked at $1K in Q3 2016.
83 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q4 2016.

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