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FineMark National Bank & Trust’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

FineMark National Bank & Trust’s Portfolio SCZ Stock Details SCZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-1,311
Closed -$65K – 1355
2015
Q4 		$65K Buy
1,311
+780
+147% +$39K 0.01% 533
2015
Q3 		$25K Buy
+531
New +$26.5K ﹤0.01% 804

Other funds holding SCZ

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

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

FineMark National Bank & Trust sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2016, closing a stake of 1,311 shares — an estimated $65K sold.

FineMark National Bank & Trust first reported a position in SCZ in Q3 2015 and held it in 2 quarters. The position peaked at $65K in Q4 2015. 316 funds tracked by Wall St. Rank hold SCZ as of Q1 2016.

  • FineMark National Bank & Trust reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2016 after selling out during the quarter.
  • FineMark National Bank & Trust sold 1,311 iShares MSCI EAFE Small-Cap ETF shares in Q1 2016, an estimated $65K.
  • FineMark National Bank & Trust first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2015 and held it in 2 quarters.
  • FineMark National Bank & Trust's iShares MSCI EAFE Small-Cap ETF position peaked at $65K in Q4 2015.
  • 316 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2016.

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