FineMark National Bank & Trust’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-2,700	Closed	-$136K	–	1421
2014 Q2	$136K	Buy	2,700 +1,700	+170%	+$85.7K	0.02%	399
2014 Q1	$50K	Buy	+1,000	New	+$50.3K	0.01%	609

Other funds holding SLQD

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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

FineMark National Bank & Trust's SLQD Position: Q3 2014 in Review

FineMark National Bank & Trust sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q3 2014, closing a stake of 2,700 shares — an estimated $136K sold.

FineMark National Bank & Trust first reported a position in SLQD in Q1 2014 and held it in 2 quarters. The position peaked at $136K in Q2 2014. 11 funds tracked by Wall St. Rank hold SLQD as of Q3 2014.

FineMark National Bank & Trust reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q3 2014 after selling out during the quarter.
FineMark National Bank & Trust sold 2,700 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2014, an estimated $136K.
FineMark National Bank & Trust first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2014 and held it in 2 quarters.
FineMark National Bank & Trust's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $136K in Q2 2014.
11 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2014.

Based on FineMark National Bank & Trust's 13F filing for Q3 2014, filed 13 Nov 2014.