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FineMark National Bank & Trust’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

FineMark National Bank & Trust’s Portfolio VCLT Stock Details VCLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-77
Closed -$7K – 1450
2014
Q3 		$7K Hold
77
– – ﹤0.01% 1082
2014
Q2 		$7K Buy
+77
New +$6.86K ﹤0.01% 1113

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MAA
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USAA
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NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

FineMark National Bank & Trust's VCLT Position: Q4 2014 in Review

FineMark National Bank & Trust sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q4 2014, closing a stake of 77 shares — an estimated $7K sold.

FineMark National Bank & Trust first reported a position in VCLT in Q2 2014 and held it in 2 quarters. The position peaked at $7K in Q3 2014. 65 funds tracked by Wall St. Rank hold VCLT as of Q4 2014.

  • FineMark National Bank & Trust reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q4 2014 after selling out during the quarter.
  • FineMark National Bank & Trust sold 77 Vanguard Long-Term Corporate Bond ETF shares in Q4 2014, an estimated $7K.
  • FineMark National Bank & Trust first reported a position in Vanguard Long-Term Corporate Bond ETF in Q2 2014 and held it in 2 quarters.
  • FineMark National Bank & Trust's Vanguard Long-Term Corporate Bond ETF position peaked at $7K in Q3 2014.
  • 65 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q4 2014.

Based on FineMark National Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.