FineMark National Bank & Trust’s Addus HomeCare ADUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-312	Closed	-$11K	–	379
2016 Q4	$11K	Buy	312 +14	+5%	+$432	﹤0.01%	930
2016 Q3	$8K	Buy	298 +168	+129%	+$3.69K	﹤0.01%	974
2016 Q2	$2K	Buy	130 +7	+6%	+$133	﹤0.01%	1182
2016 Q1	$2K	Buy	123 +40	+48%	+$827	﹤0.01%	1117
2015 Q4	$2K	Hold	83	–	–	﹤0.01%	1143
2015 Q3	$3K	Buy	83 +3	+4%	+$88	﹤0.01%	1157
2015 Q2	$2K	Buy	+80	New	+$2.19K	﹤0.01%	1225

Other funds holding ADUS

EML

Eos Management LP New York $233M AUM 24.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CAM

Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

FineMark National Bank & Trust sold out of Addus HomeCare (ADUS) in Q1 2017, closing a stake of 312 shares — an estimated $11K sold.

FineMark National Bank & Trust first reported a position in ADUS in Q2 2015 and held it in 7 quarters. The position peaked at $11K in Q4 2016. 93 funds tracked by Wall St. Rank hold ADUS as of Q1 2017.

FineMark National Bank & Trust reported no remaining Addus HomeCare position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 312 Addus HomeCare shares in Q1 2017, an estimated $11K.
FineMark National Bank & Trust first reported a position in Addus HomeCare in Q2 2015 and held it in 7 quarters.
FineMark National Bank & Trust's Addus HomeCare position peaked at $11K in Q4 2016.
93 funds tracked by Wall St. Rank held Addus HomeCare as of Q1 2017.

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