FineMark National Bank & Trust’s Everest Group EG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-5	Closed	-$1K	–	553
2016 Q4	$1K	Hold	5	–	–	﹤0.01%	1223
2016 Q3	$1K	Hold	5	–	–	﹤0.01%	1238
2016 Q2	$1K	Hold	5	–	–	﹤0.01%	1269
2016 Q1	$1K	Sell	5 -40	-89%	-$7.39K	﹤0.01%	1212
2015 Q4	$8K	Buy	45 +40	+800%	+$7.27K	﹤0.01%	975
2015 Q3	$1K	Hold	5	–	–	﹤0.01%	1375
2015 Q2	$1K	Hold	5	–	–	﹤0.01%	1327
2015 Q1	$1K	Hold	5	–	–	﹤0.01%	1313
2014 Q4	$1K	Hold	5	–	–	﹤0.01%	1327
2014 Q3	$1K	Hold	5	–	–	﹤0.01%	1309
2014 Q2	$1K	Hold	5	–	–	﹤0.01%	1329
2014 Q1	$1K	Hold	5	–	–	﹤0.01%	1346
2013 Q4	$1K	Buy	+5	New	+$764	﹤0.01%	1409

Other funds holding EG

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

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

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

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

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

FineMark National Bank & Trust sold out of Everest Group (EG) in Q1 2017, closing a stake of 5 shares — an estimated $1K sold.

FineMark National Bank & Trust first reported a position in EG in Q4 2013 and held it in 13 quarters. The position peaked at $8K in Q4 2015. 387 funds tracked by Wall St. Rank hold EG as of Q1 2017.

FineMark National Bank & Trust reported no remaining Everest Group position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 5 Everest Group shares in Q1 2017, an estimated $1K.
FineMark National Bank & Trust first reported a position in Everest Group in Q4 2013 and held it in 13 quarters.
FineMark National Bank & Trust's Everest Group position peaked at $8K in Q4 2015.
387 funds tracked by Wall St. Rank held Everest Group as of Q1 2017.

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