FineMark National Bank & Trust’s Dynex Capital DX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-75	Closed	-$2K	–	544
2016 Q4	$2K	Sell	75 -333	-82%	-$6.87K	﹤0.01%	1159
2016 Q3	$9K	Buy	408 +333	+444%	+$7.17K	﹤0.01%	961
2016 Q2	$2K	Buy	+75	New	+$1.51K	﹤0.01%	1192
2015 Q3	–	Sell	-699	Closed	-$16K	–	1528
2015 Q2	$16K	Hold	699	–	–	﹤0.01%	926
2015 Q1	$18K	Hold	699	–	–	﹤0.01%	897
2014 Q4	$17K	Hold	699	–	–	﹤0.01%	936
2014 Q3	$17K	Hold	699	–	–	﹤0.01%	917
2014 Q2	$19K	Hold	699	–	–	﹤0.01%	908
2014 Q1	$19K	Hold	699	–	–	﹤0.01%	897
2013 Q4	$17K	Buy	+699	New	+$17.5K	﹤0.01%	882

Other funds holding DX

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

FineMark National Bank & Trust sold out of Dynex Capital (DX) in Q1 2017, closing a stake of 75 shares — an estimated $2K sold.

FineMark National Bank & Trust first reported a position in DX in Q4 2013 and held it in 10 quarters. The position peaked at $19K in Q2 2014. 114 funds tracked by Wall St. Rank hold DX as of Q1 2017.

FineMark National Bank & Trust reported no remaining Dynex Capital position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 75 Dynex Capital shares in Q1 2017, an estimated $2K.
FineMark National Bank & Trust first reported a position in Dynex Capital in Q4 2013 and held it in 10 quarters.
FineMark National Bank & Trust's Dynex Capital position peaked at $19K in Q2 2014.
114 funds tracked by Wall St. Rank held Dynex Capital as of Q1 2017.

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