FineMark National Bank & Trust’s BowFlex Inc. BFX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-10,094	Closed	-$184K	–	383
2017 Q1	$184K	Buy	10,094 +41	+0.4%	+$693	0.01%	353
2016 Q4	$186K	Hold	10,053	–	–	0.01%	354
2016 Q3	$228K	Buy	10,053 +18	+0.2%	+$384	0.02%	309
2016 Q2	$179K	Buy	10,035 +35	+0.4%	+$662	0.02%	323
2016 Q1	$193K	Hold	10,000	–	–	0.02%	306
2015 Q4	$167K	Hold	10,000	–	–	0.02%	348
2015 Q3	$150K	Hold	10,000	–	–	0.02%	376
2015 Q2	$215K	Hold	10,000	–	–	0.03%	330
2015 Q1	$153K	Hold	10,000	–	–	0.02%	394
2014 Q4	$152K	Hold	10,000	–	–	0.02%	403
2014 Q3	$120K	Hold	10,000	–	–	0.02%	433
2014 Q2	$111K	Hold	10,000	–	–	0.02%	445
2014 Q1	$96K	Hold	10,000	–	–	0.02%	465
2013 Q4	$84K	Hold	10,000	–	–	0.02%	469
2013 Q3	$72K	Hold	10,000	–	–	0.02%	488
2013 Q2	$87K	Buy	+10,000	New	+$75.6K	0.03%	426

Other funds holding BFX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

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

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FineMark National Bank & Trust's BFX Position: Q2 2017 in Review

FineMark National Bank & Trust sold out of BowFlex Inc. (BFX) in Q2 2017, closing a stake of 10,094 shares — an estimated $184K sold.

FineMark National Bank & Trust first reported a position in BFX in Q2 2013 and held it in 16 quarters. The position peaked at $228K in Q3 2016. 155 funds tracked by Wall St. Rank hold BFX as of Q2 2017.

FineMark National Bank & Trust reported no remaining BowFlex Inc. position as of Q2 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 10,094 BowFlex Inc. shares in Q2 2017, an estimated $184K.
FineMark National Bank & Trust first reported a position in BowFlex Inc. in Q2 2013 and held it in 16 quarters.
FineMark National Bank & Trust's BowFlex Inc. position peaked at $228K in Q3 2016.
155 funds tracked by Wall St. Rank held BowFlex Inc. as of Q2 2017.

Based on FineMark National Bank & Trust's 13F filing for Q2 2017, filed 26 Jul 2017.