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FineMark National Bank & Trust’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

FineMark National Bank & Trust’s Portfolio PSP Stock Details PSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-136
Closed -$7K – 1343
2016
Q3 		$7K Buy
+136
New +$7.26K ﹤0.01% 1019

Other funds holding PSP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
PI
PineBridge Investments New York $11.9B AUM 23.42% 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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

FineMark National Bank & Trust sold out of Invesco Global Listed Private Equity ETF (PSP) in Q4 2016, closing a stake of 136 shares — an estimated $7K sold.

FineMark National Bank & Trust first reported a position in PSP in Q3 2016 and held it in 1 quarter. The position peaked at $7K in Q3 2016. 66 funds tracked by Wall St. Rank hold PSP as of Q4 2016.

  • FineMark National Bank & Trust reported no remaining Invesco Global Listed Private Equity ETF position as of Q4 2016 after selling out during the quarter.
  • FineMark National Bank & Trust sold 136 Invesco Global Listed Private Equity ETF shares in Q4 2016, an estimated $7K.
  • FineMark National Bank & Trust first reported a position in Invesco Global Listed Private Equity ETF in Q3 2016 and held it in 1 quarter.
  • FineMark National Bank & Trust's Invesco Global Listed Private Equity ETF position peaked at $7K in Q3 2016.
  • 66 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q4 2016.

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