FineMark National Bank & Trust’s Credit Suisse Group CS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-76	Closed	-$2K	–	1506
2015 Q3	$2K	Hold	76	–	–	﹤0.01%	1311
2015 Q2	$2K	Hold	76	–	–	﹤0.01%	1292
2015 Q1	$2K	Hold	76	–	–	﹤0.01%	1278
2014 Q4	$2K	Hold	76	–	–	﹤0.01%	1297
2014 Q3	$2K	Hold	76	–	–	﹤0.01%	1280
2014 Q2	$2K	Hold	76	–	–	﹤0.01%	1305
2014 Q1	$2K	Hold	76	–	–	﹤0.01%	1312
2013 Q4	$2K	Hold	76	–	–	﹤0.01%	1334
2013 Q3	$2K	Hold	76	–	–	﹤0.01%	1283
2013 Q2	$2K	Buy	+76	New	+$2.14K	﹤0.01%	1282

Other funds holding CS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

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

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

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

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

FineMark National Bank & Trust sold out of Credit Suisse Group (CS) in Q4 2015, closing a stake of 76 shares — an estimated $2K sold.

FineMark National Bank & Trust first reported a position in CS in Q2 2013 and held it in 10 quarters. The position peaked at $2K in Q3 2015. 160 funds tracked by Wall St. Rank hold CS as of Q4 2015.

FineMark National Bank & Trust reported no remaining Credit Suisse Group position as of Q4 2015 after selling out during the quarter.
FineMark National Bank & Trust sold 76 Credit Suisse Group shares in Q4 2015, an estimated $2K.
FineMark National Bank & Trust first reported a position in Credit Suisse Group in Q2 2013 and held it in 10 quarters.
FineMark National Bank & Trust's Credit Suisse Group position peaked at $2K in Q3 2015.
160 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2015.

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