FineMark National Bank & Trust’s Everbank Financial Corp EVER Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-30,000	Closed	-$446K	–	1462
2016 Q2	$446K	Hold	30,000	–	–	0.05%	223
2016 Q1	$453K	Hold	30,000	–	–	0.05%	214
2015 Q4	$485K	Buy	30,000 +29,934	+45,355%	+$536K	0.06%	205
2015 Q3	$1K	Buy	+66	New	+$1.31K	﹤0.01%	1487
2015 Q1	–	Sell	-10,000	Closed	-$191K	–	1494
2014 Q4	$191K	Hold	10,000	–	–	0.03%	354
2014 Q3	$177K	Sell	10,000 -41,000	-80%	-$779K	0.03%	366
2014 Q2	$1.03M	Hold	51,000	–	–	0.17%	132
2014 Q1	$1.01M	Hold	51,000	–	–	0.19%	126
2013 Q4	$935K	Sell	51,000 -20,000	-28%	-$321K	0.19%	131
2013 Q3	$1.06M	Hold	71,000	–	–	0.26%	98
2013 Q2	$1.18M	Buy	+71,000	New	+$1.12M	0.35%	63

Other funds holding EVER

Sageview Capital Greenwich, Connecticut $177M AUM 36.56% 1-Year Est. Return

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

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

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

Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DCM

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

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return

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

FineMark National Bank & Trust sold out of Everbank Financial Corp (EVER) in Q3 2016, closing a stake of 30,000 shares — an estimated $446K sold.

FineMark National Bank & Trust first reported a position in EVER in Q2 2013 and held it in 11 quarters. The position peaked at $1.18M in Q2 2013. 153 funds tracked by Wall St. Rank hold EVER as of Q3 2016.

FineMark National Bank & Trust reported no remaining Everbank Financial Corp position as of Q3 2016 after selling out during the quarter.
FineMark National Bank & Trust sold 30,000 Everbank Financial Corp shares in Q3 2016, an estimated $446K.
FineMark National Bank & Trust first reported a position in Everbank Financial Corp in Q2 2013 and held it in 11 quarters.
FineMark National Bank & Trust's Everbank Financial Corp position peaked at $1.18M in Q2 2013.
153 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q3 2016.

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