FineMark National Bank & Trust’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-2,000	Closed	-$286K	–	394
2019 Q3	$286K	Buy	+2,000	New	+$278K	0.02%	306
2016 Q4	–	Sell	-20,800	Closed	-$2.86M	–	1361
2016 Q3	$2.86M	Hold	20,800	–	–	0.31%	92
2016 Q2	$2.89M	Hold	20,800	–	–	0.32%	85
2016 Q1	$2.72M	Buy	+20,800	New	+$2.66M	0.32%	83
2015 Q4	–	Sell	-19,300	Closed	-$2.38M	–	1475
2015 Q3	$2.38M	Buy	19,300 +900	+5%	+$109K	0.32%	83
2015 Q2	$2.16M	Buy	18,400 +200	+1%	+$24.5K	0.28%	93
2015 Q1	$2.38M	Buy	18,200 +7,825	+75%	+$1.02M	0.32%	85
2014 Q4	$1.31M	Buy	10,375 +8,200	+377%	+$994K	0.19%	124
2014 Q3	$253K	Buy	2,175 +2,144	+6,916%	+$247K	0.04%	297
2014 Q2	$4K	Buy	+31	New	+$3.46K	﹤0.01%	1211

Other funds holding TLT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FineMark National Bank & Trust's TLT Position: Q4 2019 in Review

FineMark National Bank & Trust sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2019, closing a stake of 2,000 shares — an estimated $286K sold.

FineMark National Bank & Trust first reported a position in TLT in Q2 2014 and held it in 10 quarters. The position peaked at $2.89M in Q2 2016. 572 funds tracked by Wall St. Rank hold TLT as of Q4 2019.

FineMark National Bank & Trust reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
FineMark National Bank & Trust sold 2,000 iShares 20+ Year Treasury Bond ETF shares in Q4 2019, an estimated $286K.
FineMark National Bank & Trust first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2014 and held it in 10 quarters.
FineMark National Bank & Trust's iShares 20+ Year Treasury Bond ETF position peaked at $2.89M in Q2 2016.
572 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2019.

Based on FineMark National Bank & Trust's 13F filing for Q4 2019, filed 7 Feb 2020.