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FineMark National Bank & Trust’s ProShares Short S&P500 SH Stock Holding History

FineMark National Bank & Trust’s Portfolio SH Stock Details SH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-545
Closed -$108K – 1444
2014
Q1 		$108K Hold
545
– – 0.02% 437
2013
Q4 		$110K Hold
545
– – 0.02% 410
2013
Q3 		$122K Buy
+545
New +$123K 0.03% 386

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BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.29B AUM 4.86% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

FineMark National Bank & Trust's SH Position: Q2 2014 in Review

FineMark National Bank & Trust sold out of ProShares Short S&P500 (SH) in Q2 2014, closing a stake of 545 shares — an estimated $108K sold.

FineMark National Bank & Trust first reported a position in SH in Q3 2013 and held it in 3 quarters. The position peaked at $122K in Q3 2013. 95 funds tracked by Wall St. Rank hold SH as of Q2 2014.

  • FineMark National Bank & Trust reported no remaining ProShares Short S&P500 position as of Q2 2014 after selling out during the quarter.
  • FineMark National Bank & Trust sold 545 ProShares Short S&P500 shares in Q2 2014, an estimated $108K.
  • FineMark National Bank & Trust first reported a position in ProShares Short S&P500 in Q3 2013 and held it in 3 quarters.
  • FineMark National Bank & Trust's ProShares Short S&P500 position peaked at $122K in Q3 2013.
  • 95 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2014.

Based on FineMark National Bank & Trust's 13F filing for Q2 2014, filed 13 Aug 2014.