FNBT
SGL

FineMark National Bank & Trust’s STRATEGIC GLOBAL INCOME FUND SGL Stock Holding History

FineMark National Bank & Trust’s Portfolio SGL Stock Details SGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-2,500
Closed -$24K – 1657
2013
Q2 		$24K Buy
+2,500
New +$25.7K 0.01% 747

Other funds holding SGL

FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

FineMark National Bank & Trust's SGL Position: Q3 2013 in Review

FineMark National Bank & Trust sold out of STRATEGIC GLOBAL INCOME FUND (SGL) in Q3 2013, closing a stake of 2,500 shares — an estimated $24K sold.

FineMark National Bank & Trust first reported a position in SGL in Q2 2013 and held it in 1 quarter. The position peaked at $24K in Q2 2013. 31 funds tracked by Wall St. Rank hold SGL as of Q3 2013.

  • FineMark National Bank & Trust reported no remaining STRATEGIC GLOBAL INCOME FUND position as of Q3 2013 after selling out during the quarter.
  • FineMark National Bank & Trust sold 2,500 STRATEGIC GLOBAL INCOME FUND shares in Q3 2013, an estimated $24K.
  • FineMark National Bank & Trust first reported a position in STRATEGIC GLOBAL INCOME FUND in Q2 2013 and held it in 1 quarter.
  • FineMark National Bank & Trust's STRATEGIC GLOBAL INCOME FUND position peaked at $24K in Q2 2013.
  • 31 funds tracked by Wall St. Rank held STRATEGIC GLOBAL INCOME FUND as of Q3 2013.

Based on FineMark National Bank & Trust's 13F filing for Q3 2013, filed 14 Nov 2013.