FineMark National Bank & Trust’s Everforth Inc EFOR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-1,500	Closed	-$55K	–	1313
2016 Q2	$55K	Buy	+1,500	New	+$55.2K	0.01%	574

Other funds holding EFOR

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

DCM

Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

FineMark National Bank & Trust's EFOR Position: Q3 2016 in Review

FineMark National Bank & Trust sold out of Everforth Inc (EFOR) in Q3 2016, closing a stake of 1,500 shares — an estimated $55K sold.

FineMark National Bank & Trust first reported a position in EFOR in Q2 2016 and held it in 1 quarter. The position peaked at $55K in Q2 2016. 224 funds tracked by Wall St. Rank hold EFOR as of Q3 2016.

FineMark National Bank & Trust reported no remaining Everforth Inc position as of Q3 2016 after selling out during the quarter.
FineMark National Bank & Trust sold 1,500 Everforth Inc shares in Q3 2016, an estimated $55K.
FineMark National Bank & Trust first reported a position in Everforth Inc in Q2 2016 and held it in 1 quarter.
FineMark National Bank & Trust's Everforth Inc position peaked at $55K in Q2 2016.
224 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2016.

Based on FineMark National Bank & Trust's 13F filing for Q3 2016, filed 10 Nov 2016.