FineMark National Bank & Trust’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-24	Closed	-$1K	–	1434
2016 Q1	$1K	Hold	24	–	–	﹤0.01%	1255
2015 Q4	$1K	Hold	24	–	–	﹤0.01%	1302
2015 Q3	$1K	Hold	24	–	–	﹤0.01%	1448
2015 Q2	$1K	Hold	24	–	–	﹤0.01%	1381
2015 Q1	$1K	Buy	+24	New	+$1.42K	﹤0.01%	1358

Other funds holding XPH

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

HCIA

Hochman Cole Investment Advisors Deerfield, Illinois $255M AUM 23.27% 1-Year Est. Return

FineMark National Bank & Trust's XPH Position: Q2 2016 in Review

FineMark National Bank & Trust sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q2 2016, closing a stake of 24 shares — an estimated $1K sold.

FineMark National Bank & Trust first reported a position in XPH in Q1 2015 and held it in 5 quarters. The position peaked at $1K in Q1 2016. 60 funds tracked by Wall St. Rank hold XPH as of Q2 2016.

FineMark National Bank & Trust reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q2 2016 after selling out during the quarter.
FineMark National Bank & Trust sold 24 State Street SPDR S&P Pharmaceuticals ETF shares in Q2 2016, an estimated $1K.
FineMark National Bank & Trust first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q1 2015 and held it in 5 quarters.
FineMark National Bank & Trust's State Street SPDR S&P Pharmaceuticals ETF position peaked at $1K in Q1 2016.
60 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q2 2016.

Based on FineMark National Bank & Trust's 13F filing for Q2 2016, filed 8 Aug 2016.