FNBT
EXLS icon

FineMark National Bank & Trust’s EXL Service EXLS Stock Holding History

FineMark National Bank & Trust’s Portfolio EXLS Stock Details EXLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-6,250
Closed -$63K – 576
2016
Q4 		$63K Buy
6,250
+6,065
+3,278% +$58K 0.01% 576
2016
Q3 		$2K Buy
185
+80
+76% +$813 ﹤0.01% 1171
2016
Q2 		$1K Hold
105
– – ﹤0.01% 1282
2016
Q1 		$1K Sell
105
-2,445
-96% -$22.5K ﹤0.01% 1214
2015
Q4 		$23K Sell
2,550
-75
-3% -$655 ﹤0.01% 790
2015
Q3 		$19K Sell
2,625
-165
-6% -$1.22K ﹤0.01% 857
2015
Q2 		$19K Hold
2,790
– – ﹤0.01% 900
2015
Q1 		$21K Buy
2,790
+2,080
+293% +$13.6K ﹤0.01% 874
2014
Q4 		$4K Hold
710
– – ﹤0.01% 1180
2014
Q3 		$3K Buy
710
+120
+20% +$666 ﹤0.01% 1197
2014
Q2 		$3K Hold
590
– – ﹤0.01% 1230
2014
Q1 		$4K Sell
590
-80
-12% -$443 ﹤0.01% 1198
2013
Q4 		$4K Buy
670
+385
+135% +$2.11K ﹤0.01% 1196
2013
Q3 		$2K Buy
+285
New +$1.63K ﹤0.01% 1251

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Wellington Management Group
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Invesco
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TCM
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AAM
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return