FineMark National Bank & Trust’s CSW Industrials CSW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-158	Closed	-$6K	–	502
2016 Q4	$6K	Sell	158 -160	-50%	-$5.44K	﹤0.01%	1031
2016 Q3	$10K	Buy	318 +116	+57%	+$3.82K	﹤0.01%	938
2016 Q2	$7K	Hold	202	–	–	﹤0.01%	1011
2016 Q1	$6K	Buy	202 +36	+22%	+$1.16K	﹤0.01%	1005
2015 Q4	$6K	Buy	+166	New	+$6K	﹤0.01%	1013

Other funds holding CSW

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

ZIG

Zuckerman Investment Group Chicago, Illinois $1.18B AUM 22.58% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

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

CSC

Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

FineMark National Bank & Trust sold out of CSW Industrials (CSW) in Q1 2017, closing a stake of 158 shares — an estimated $6K sold.

FineMark National Bank & Trust first reported a position in CSW in Q4 2015 and held it in 5 quarters. The position peaked at $10K in Q3 2016. 92 funds tracked by Wall St. Rank hold CSW as of Q1 2017.

FineMark National Bank & Trust reported no remaining CSW Industrials position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 158 CSW Industrials shares in Q1 2017, an estimated $6K.
FineMark National Bank & Trust first reported a position in CSW Industrials in Q4 2015 and held it in 5 quarters.
FineMark National Bank & Trust's CSW Industrials position peaked at $10K in Q3 2016.
92 funds tracked by Wall St. Rank held CSW Industrials as of Q1 2017.

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