FNBT
VCR icon

FineMark National Bank & Trust’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

FineMark National Bank & Trust’s Portfolio VCR Stock Details VCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-350
Closed -$45K – 975
2016
Q4 		$45K Buy
+350
New +$44.5K ﹤0.01% 651

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

FineMark National Bank & Trust's VCR Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Vanguard Consumer Discretionary ETF (VCR) in Q1 2017, closing a stake of 350 shares — an estimated $45K sold.

FineMark National Bank & Trust first reported a position in VCR in Q4 2016 and held it in 1 quarter. The position peaked at $45K in Q4 2016. 177 funds tracked by Wall St. Rank hold VCR as of Q1 2017.

  • FineMark National Bank & Trust reported no remaining Vanguard Consumer Discretionary ETF position as of Q1 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 350 Vanguard Consumer Discretionary ETF shares in Q1 2017, an estimated $45K.
  • FineMark National Bank & Trust first reported a position in Vanguard Consumer Discretionary ETF in Q4 2016 and held it in 1 quarter.
  • FineMark National Bank & Trust's Vanguard Consumer Discretionary ETF position peaked at $45K in Q4 2016.
  • 177 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.