FineMark National Bank & Trust
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FineMark National Bank & Trust’s Invesco Water Resources ETF PHO Stock Holding History

FineMark National Bank & Trust’s Portfolio PHO Stock Details PHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-54
Closed -$1K – 1339
2016
Q3 		$1K Buy
+54
New +$1.31K ﹤0.01% 1263

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UBS Group
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FNBTCON
First National Bank & Trust Co of Newtown Newtown, Pennsylvania $492M AUM 22.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
RMAM
Raab & Moskowitz Asset Management Chatham, New Jersey $497M AUM 26.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

FineMark National Bank & Trust sold out of Invesco Water Resources ETF (PHO) in Q4 2016, closing a stake of 54 shares — an estimated $1K sold.

FineMark National Bank & Trust first reported a position in PHO in Q3 2016 and held it in 1 quarter. The position peaked at $1K in Q3 2016. 141 funds tracked by Wall St. Rank hold PHO as of Q4 2016.

  • FineMark National Bank & Trust reported no remaining Invesco Water Resources ETF position as of Q4 2016 after selling out during the quarter.
  • FineMark National Bank & Trust sold 54 Invesco Water Resources ETF shares in Q4 2016, an estimated $1K.
  • FineMark National Bank & Trust first reported a position in Invesco Water Resources ETF in Q3 2016 and held it in 1 quarter.
  • FineMark National Bank & Trust's Invesco Water Resources ETF position peaked at $1K in Q3 2016.
  • 141 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2016.

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