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FineMark National Bank & Trust’s Assured Guaranty AGO Stock Holding History

FineMark National Bank & Trust’s Portfolio AGO Stock Details AGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-6,854
Closed -$259K – 367
2017
Q3 		$259K Buy
+6,854
New +$294K 0.02% 319
2016
Q2 		– Sell
-509
Closed -$13K – 1383
2016
Q1 		$13K Hold
509
– – ﹤0.01% 847
2015
Q4 		$13K Buy
+509
New +$13.7K ﹤0.01% 885

Other funds holding AGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

FineMark National Bank & Trust's AGO Position: Q4 2017 in Review

FineMark National Bank & Trust sold out of Assured Guaranty (AGO) in Q4 2017, closing a stake of 6,854 shares — an estimated $259K sold.

FineMark National Bank & Trust first reported a position in AGO in Q4 2015 and held it in 3 quarters. The position peaked at $259K in Q3 2017. 276 funds tracked by Wall St. Rank hold AGO as of Q4 2017.

  • FineMark National Bank & Trust reported no remaining Assured Guaranty position as of Q4 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 6,854 Assured Guaranty shares in Q4 2017, an estimated $259K.
  • FineMark National Bank & Trust first reported a position in Assured Guaranty in Q4 2015 and held it in 3 quarters.
  • FineMark National Bank & Trust's Assured Guaranty position peaked at $259K in Q3 2017.
  • 276 funds tracked by Wall St. Rank held Assured Guaranty as of Q4 2017.

Based on FineMark National Bank & Trust's 13F filing for Q4 2017, filed 30 Jan 2018.