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FineMark National Bank & Trust’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

FineMark National Bank & Trust’s Portfolio SPIP Stock Details SPIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-2,406
Closed -$67K – 1599
2013
Q3 		$67K Hold
2,406
– – 0.02% 506
2013
Q2 		$67K Buy
+2,406
New +$71K 0.02% 486

Other funds holding SPIP

LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BT
Beacon Trust Morristown, New Jersey $635M AUM 15.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

FineMark National Bank & Trust's SPIP Position: Q4 2013 in Review

FineMark National Bank & Trust sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2013, closing a stake of 2,406 shares — an estimated $67K sold.

FineMark National Bank & Trust first reported a position in SPIP in Q2 2013 and held it in 2 quarters. The position peaked at $67K in Q3 2013. 53 funds tracked by Wall St. Rank hold SPIP as of Q4 2013.

  • FineMark National Bank & Trust reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2013 after selling out during the quarter.
  • FineMark National Bank & Trust sold 2,406 State Street SPDR Portfolio TIPS ETF shares in Q4 2013, an estimated $67K.
  • FineMark National Bank & Trust first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2013 and held it in 2 quarters.
  • FineMark National Bank & Trust's State Street SPDR Portfolio TIPS ETF position peaked at $67K in Q3 2013.
  • 53 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2013.

Based on FineMark National Bank & Trust's 13F filing for Q4 2013, filed 12 Feb 2014.