FineMark National Bank & Trust’s BT Group plc (ADR) BT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-84	Closed	-$3K	–	1528
2015 Q3	$3K	Sell	84 -6	-7%	-$207	﹤0.01%	1204
2015 Q2	$3K	Sell	90 -24	-21%	-$838	﹤0.01%	1214
2015 Q1	$4K	Hold	114	–	–	﹤0.01%	1169
2014 Q4	$4K	Hold	114	–	–	﹤0.01%	1200
2014 Q3	$4K	Hold	114	–	–	﹤0.01%	1184
2014 Q2	$4K	Hold	114	–	–	﹤0.01%	1216
2014 Q1	$4K	Hold	114	–	–	﹤0.01%	1219
2013 Q4	$4K	Hold	114	–	–	﹤0.01%	1216
2013 Q3	$3K	Hold	114	–	–	﹤0.01%	1212
2013 Q2	$3K	Buy	+114	New	+$2.58K	﹤0.01%	1218

Other funds holding BT

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWCI

Alpine Woods Capital Investors Purchase, New York $460M AUM 30.5% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FineMark National Bank & Trust's BT Position: Q4 2015 in Review

FineMark National Bank & Trust sold out of BT Group plc (ADR) (BT) in Q4 2015, closing a stake of 84 shares — an estimated $3K sold.

FineMark National Bank & Trust first reported a position in BT in Q2 2013 and held it in 10 quarters. The position peaked at $4K in Q1 2015. 165 funds tracked by Wall St. Rank hold BT as of Q4 2015.

FineMark National Bank & Trust reported no remaining BT Group plc (ADR) position as of Q4 2015 after selling out during the quarter.
FineMark National Bank & Trust sold 84 BT Group plc (ADR) shares in Q4 2015, an estimated $3K.
FineMark National Bank & Trust first reported a position in BT Group plc (ADR) in Q2 2013 and held it in 10 quarters.
FineMark National Bank & Trust's BT Group plc (ADR) position peaked at $4K in Q1 2015.
165 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q4 2015.

Based on FineMark National Bank & Trust's 13F filing for Q4 2015, filed 9 Feb 2016.