FNBT
EBIX

FineMark National Bank & Trust’s Ebix Inc EBIX Stock Holding History

FineMark National Bank & Trust’s Portfolio EBIX Stock Details EBIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-55
Closed -$1K – 1467
2014
Q2 		$1K Hold
55
– – ﹤0.01% 1397
2014
Q1 		$1K Hold
55
– – ﹤0.01% 1413
2013
Q4 		$1K Hold
55
– – ﹤0.01% 1487
2013
Q3 		$1K Hold
55
– – ﹤0.01% 1437
2013
Q2 		$1K Buy
+55
New +$982 ﹤0.01% 1374

Other funds holding EBIX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FineMark National Bank & Trust's EBIX Position: Q3 2014 in Review

FineMark National Bank & Trust sold out of Ebix Inc (EBIX) in Q3 2014, closing a stake of 55 shares — an estimated $1K sold.

FineMark National Bank & Trust first reported a position in EBIX in Q2 2013 and held it in 5 quarters. The position peaked at $1K in Q2 2014. 122 funds tracked by Wall St. Rank hold EBIX as of Q3 2014.

  • FineMark National Bank & Trust reported no remaining Ebix Inc position as of Q3 2014 after selling out during the quarter.
  • FineMark National Bank & Trust sold 55 Ebix Inc shares in Q3 2014, an estimated $1K.
  • FineMark National Bank & Trust first reported a position in Ebix Inc in Q2 2013 and held it in 5 quarters.
  • FineMark National Bank & Trust's Ebix Inc position peaked at $1K in Q2 2014.
  • 122 funds tracked by Wall St. Rank held Ebix Inc as of Q3 2014.

Based on FineMark National Bank & Trust's 13F filing for Q3 2014, filed 13 Nov 2014.