FNBT
CSE

FineMark National Bank & Trust’s CAPITALSOURCE INC CSE Stock Holding History

FineMark National Bank & Trust’s Portfolio CSE Stock Details CSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-1,218
Closed -$11K – 1674
2013
Q2 		$11K Buy
+1,218
New +$11.3K ﹤0.01% 950

Other funds holding CSE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

FineMark National Bank & Trust's CSE Position: Q3 2013 in Review

FineMark National Bank & Trust sold out of CAPITALSOURCE INC (CSE) in Q3 2013, closing a stake of 1,218 shares — an estimated $11K sold.

FineMark National Bank & Trust first reported a position in CSE in Q2 2013 and held it in 1 quarter. The position peaked at $11K in Q2 2013. 169 funds tracked by Wall St. Rank hold CSE as of Q3 2013.

  • FineMark National Bank & Trust reported no remaining CAPITALSOURCE INC position as of Q3 2013 after selling out during the quarter.
  • FineMark National Bank & Trust sold 1,218 CAPITALSOURCE INC shares in Q3 2013, an estimated $11K.
  • FineMark National Bank & Trust first reported a position in CAPITALSOURCE INC in Q2 2013 and held it in 1 quarter.
  • FineMark National Bank & Trust's CAPITALSOURCE INC position peaked at $11K in Q2 2013.
  • 169 funds tracked by Wall St. Rank held CAPITALSOURCE INC as of Q3 2013.

Based on FineMark National Bank & Trust's 13F filing for Q3 2013, filed 14 Nov 2013.