FineMark National Bank & Trust’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-3,562	Closed	-$110K	–	1411
2016 Q2	$110K	Hold	3,562	–	–	0.01%	416
2016 Q1	$109K	Hold	3,562	–	–	0.01%	412
2015 Q4	$108K	Hold	3,562	–	–	0.01%	431
2015 Q3	$109K	Hold	3,562	–	–	0.01%	435
2015 Q2	$109K	Buy	+3,562	New	+$109K	0.01%	469
2014 Q1	–	Sell	-1,455	Closed	-$45K	–	1474
2013 Q4	$45K	Buy	+1,455	New	+$44.7K	0.01%	607

Other funds holding SPSB

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

FineMark National Bank & Trust's SPSB Position: Q3 2016 in Review

FineMark National Bank & Trust sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2016, closing a stake of 3,562 shares — an estimated $110K sold.

FineMark National Bank & Trust first reported a position in SPSB in Q4 2013 and held it in 6 quarters. The position peaked at $110K in Q2 2016. 189 funds tracked by Wall St. Rank hold SPSB as of Q3 2016.

FineMark National Bank & Trust reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2016 after selling out during the quarter.
FineMark National Bank & Trust sold 3,562 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2016, an estimated $110K.
FineMark National Bank & Trust first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2013 and held it in 6 quarters.
FineMark National Bank & Trust's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $110K in Q2 2016.
189 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2016.

Based on FineMark National Bank & Trust's 13F filing for Q3 2016, filed 10 Nov 2016.