FineMark National Bank & Trust’s Curtiss-Wright CW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-236	Closed	-$23K	–	506
2016 Q4	$23K	Hold	236	–	–	﹤0.01%	797
2016 Q3	$22K	Hold	236	–	–	﹤0.01%	793
2016 Q2	$20K	Hold	236	–	–	﹤0.01%	822
2016 Q1	$18K	Hold	236	–	–	﹤0.01%	801
2015 Q4	$16K	Hold	236	–	–	﹤0.01%	857
2015 Q3	$15K	Hold	236	–	–	﹤0.01%	907
2015 Q2	$17K	Hold	236	–	–	﹤0.01%	920
2015 Q1	$17K	Hold	236	–	–	﹤0.01%	909
2014 Q4	$17K	Hold	236	–	–	﹤0.01%	935
2014 Q3	$16K	Hold	236	–	–	﹤0.01%	928
2014 Q2	$15K	Hold	236	–	–	﹤0.01%	955
2014 Q1	$15K	Hold	236	–	–	﹤0.01%	959
2013 Q4	$15K	Hold	236	–	–	﹤0.01%	915
2013 Q3	$11K	Hold	236	–	–	﹤0.01%	951
2013 Q2	$9K	Buy	+236	New	+$8.19K	﹤0.01%	979

Other funds holding CW

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

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

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

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

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

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

FineMark National Bank & Trust sold out of Curtiss-Wright (CW) in Q1 2017, closing a stake of 236 shares — an estimated $23K sold.

FineMark National Bank & Trust first reported a position in CW in Q2 2013 and held it in 15 quarters. The position peaked at $23K in Q4 2016. 262 funds tracked by Wall St. Rank hold CW as of Q1 2017.

FineMark National Bank & Trust reported no remaining Curtiss-Wright position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 236 Curtiss-Wright shares in Q1 2017, an estimated $23K.
FineMark National Bank & Trust first reported a position in Curtiss-Wright in Q2 2013 and held it in 15 quarters.
FineMark National Bank & Trust's Curtiss-Wright position peaked at $23K in Q4 2016.
262 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2017.

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