FineMark National Bank & Trust’s Capital Bank Financial Corp. Class A Common Stock CBF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-241	Closed	-$9K	–	1208
2016 Q4	$9K	Sell	241 -16	-6%	-$560	﹤0.01%	987
2016 Q3	$8K	Buy	257 +41	+19%	+$1.24K	﹤0.01%	998
2016 Q2	$6K	Hold	216	–	–	﹤0.01%	1058
2016 Q1	$7K	Buy	216 +32	+17%	+$955	﹤0.01%	993
2015 Q4	$6K	Buy	184 +2	+1%	+$65	﹤0.01%	1032
2015 Q3	$6K	Sell	182 -1	-0.5%	-$30	﹤0.01%	1079
2015 Q2	$5K	Buy	183 +11	+6%	+$314	﹤0.01%	1133
2015 Q1	$5K	Hold	172	–	–	﹤0.01%	1141
2014 Q4	$5K	Sell	172 -48	-22%	-$1.21K	﹤0.01%	1161
2014 Q3	$5K	Hold	220	–	–	﹤0.01%	1148
2014 Q2	$5K	Buy	220 +34	+18%	+$823	﹤0.01%	1173
2014 Q1	$5K	Buy	186 +30	+19%	+$706	﹤0.01%	1183
2013 Q4	$4K	Buy	156 +105	+206%	+$2.36K	﹤0.01%	1217
2013 Q3	$1K	Buy	+51	New	+$1.03K	﹤0.01%	1404

Other funds holding CBF

CPI

Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return

OHCM

Oak Hill Capital Management New York $310M AUM 17.23% 1-Year Est. Return

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

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

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

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

WSC

White Square Capital London, United Kingdom $14.7M AUM 151.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

FineMark National Bank & Trust sold out of Capital Bank Financial Corp. Class A Common Stock (CBF) in Q1 2017, closing a stake of 241 shares — an estimated $9K sold.

FineMark National Bank & Trust first reported a position in CBF in Q3 2013 and held it in 14 quarters. The position peaked at $9K in Q4 2016. 142 funds tracked by Wall St. Rank hold CBF as of Q1 2017.

FineMark National Bank & Trust reported no remaining Capital Bank Financial Corp. Class A Common Stock position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 241 Capital Bank Financial Corp. Class A Common Stock shares in Q1 2017, an estimated $9K.
FineMark National Bank & Trust first reported a position in Capital Bank Financial Corp. Class A Common Stock in Q3 2013 and held it in 14 quarters.
FineMark National Bank & Trust's Capital Bank Financial Corp. Class A Common Stock position peaked at $9K in Q4 2016.
142 funds tracked by Wall St. Rank held Capital Bank Financial Corp. Class A Common Stock as of Q1 2017.

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