FineMark National Bank & Trust’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-598	Closed	-$23K	–	1353
2015 Q4	$23K	Buy	+598	New	+$24.1K	﹤0.01%	793
2015 Q3	–	Sell	-1,515	Closed	-$63K	–	1578
2015 Q2	$63K	Buy	+1,515	New	+$66.5K	0.01%	597
2013 Q4	–	Sell	-534	Closed	-$22K	–	1597
2013 Q3	$22K	Sell	534 -115	-18%	-$4.69K	0.01%	777
2013 Q2	$26K	Buy	+649	New	+$28.1K	0.01%	717

Other funds holding RWX

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

FineMark National Bank & Trust's RWX Position: Q1 2016 in Review

FineMark National Bank & Trust sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q1 2016, closing a stake of 598 shares — an estimated $23K sold.

FineMark National Bank & Trust first reported a position in RWX in Q2 2013 and held it in 4 quarters. The position peaked at $63K in Q2 2015. 206 funds tracked by Wall St. Rank hold RWX as of Q1 2016.

FineMark National Bank & Trust reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q1 2016 after selling out during the quarter.
FineMark National Bank & Trust sold 598 State Street SPDR Dow Jones International Real Estate ETF shares in Q1 2016, an estimated $23K.
FineMark National Bank & Trust first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2013 and held it in 4 quarters.
FineMark National Bank & Trust's State Street SPDR Dow Jones International Real Estate ETF position peaked at $63K in Q2 2015.
206 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q1 2016.

Based on FineMark National Bank & Trust's 13F filing for Q1 2016, filed 10 May 2016.