FineMark National Bank & Trust’s CNO Financial Group CNO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-220	Closed	-$4K	–	1309
2015 Q4	$4K	Hold	220	–	–	﹤0.01%	1067
2015 Q3	$4K	Hold	220	–	–	﹤0.01%	1115
2015 Q2	$4K	Hold	220	–	–	﹤0.01%	1141
2015 Q1	$4K	Sell	220 -27	-11%	-$445	﹤0.01%	1152
2014 Q4	$4K	Buy	+247	New	+$4.25K	﹤0.01%	1175

Other funds holding CNO

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

HCM

Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

FineMark National Bank & Trust's CNO Position: Q1 2016 in Review

FineMark National Bank & Trust sold out of CNO Financial Group (CNO) in Q1 2016, closing a stake of 220 shares — an estimated $4K sold.

FineMark National Bank & Trust first reported a position in CNO in Q4 2014 and held it in 5 quarters. The position peaked at $4K in Q4 2015. 222 funds tracked by Wall St. Rank hold CNO as of Q1 2016.

FineMark National Bank & Trust reported no remaining CNO Financial Group position as of Q1 2016 after selling out during the quarter.
FineMark National Bank & Trust sold 220 CNO Financial Group shares in Q1 2016, an estimated $4K.
FineMark National Bank & Trust first reported a position in CNO Financial Group in Q4 2014 and held it in 5 quarters.
FineMark National Bank & Trust's CNO Financial Group position peaked at $4K in Q4 2015.
222 funds tracked by Wall St. Rank held CNO Financial Group as of Q1 2016.

Based on FineMark National Bank & Trust's 13F filing for Q1 2016, filed 10 May 2016.