FineMark National Bank & Trust’s CEL-SCI Corp CVM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-46	Closed	-$3K	–	362
2017 Q1	$3K	Hold	46	–	–	﹤0.01%	368
2016 Q4	$2K	Hold	46	–	–	﹤0.01%	1156
2016 Q3	$11K	Hold	46	–	–	﹤0.01%	921
2016 Q2	$16K	Hold	46	–	–	﹤0.01%	859
2016 Q1	$18K	Hold	46	–	–	﹤0.01%	800
2015 Q4	$13K	Hold	46	–	–	﹤0.01%	887
2015 Q3	$21K	Hold	46	–	–	﹤0.01%	838
2015 Q2	$23K	Hold	46	–	–	﹤0.01%	847
2015 Q1	$36K	Hold	46	–	–	﹤0.01%	745
2014 Q4	$20K	Hold	46	–	–	﹤0.01%	905
2014 Q3	$31K	Hold	46	–	–	0.01%	764
2014 Q2	$43K	Hold	46	–	–	0.01%	672
2014 Q1	$52K	Buy	46 +33	+254%	+$28.5K	0.01%	595
2013 Q4	$6K	Buy	+13	New	+$7.98K	﹤0.01%	1118

Other funds holding CVM

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

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FineMark National Bank & Trust's CVM Position: Q2 2017 in Review

FineMark National Bank & Trust sold out of CEL-SCI Corp (CVM) in Q2 2017, closing a stake of 46 shares — an estimated $3K sold.

FineMark National Bank & Trust first reported a position in CVM in Q4 2013 and held it in 14 quarters. The position peaked at $52K in Q1 2014. 22 funds tracked by Wall St. Rank hold CVM as of Q2 2017.

FineMark National Bank & Trust reported no remaining CEL-SCI Corp position as of Q2 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 46 CEL-SCI Corp shares in Q2 2017, an estimated $3K.
FineMark National Bank & Trust first reported a position in CEL-SCI Corp in Q4 2013 and held it in 14 quarters.
FineMark National Bank & Trust's CEL-SCI Corp position peaked at $52K in Q1 2014.
22 funds tracked by Wall St. Rank held CEL-SCI Corp as of Q2 2017.

Based on FineMark National Bank & Trust's 13F filing for Q2 2017, filed 26 Jul 2017.