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FineMark National Bank & Trust’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

FineMark National Bank & Trust’s Portfolio VGSH Stock Details VGSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-1,647
Closed -$100K – 1618
2013
Q2 		$100K Buy
+1,647
New +$100K 0.03% 392

Other funds holding VGSH

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FineMark National Bank & Trust's VGSH Position: Q3 2013 in Review

FineMark National Bank & Trust sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2013, closing a stake of 1,647 shares — an estimated $100K sold.

FineMark National Bank & Trust first reported a position in VGSH in Q2 2013 and held it in 1 quarter. The position peaked at $100K in Q2 2013. 31 funds tracked by Wall St. Rank hold VGSH as of Q3 2013.

  • FineMark National Bank & Trust reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2013 after selling out during the quarter.
  • FineMark National Bank & Trust sold 1,647 Vanguard Short-Term Treasury ETF shares in Q3 2013, an estimated $100K.
  • FineMark National Bank & Trust first reported a position in Vanguard Short-Term Treasury ETF in Q2 2013 and held it in 1 quarter.
  • FineMark National Bank & Trust's Vanguard Short-Term Treasury ETF position peaked at $100K in Q2 2013.
  • 31 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2013.

Based on FineMark National Bank & Trust's 13F filing for Q3 2013, filed 14 Nov 2013.