FineMark National Bank & Trust’s Eagle Materials EXP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-403	Closed	-$40K	–	577
2016 Q4	$40K	Buy	403 +269	+201%	+$24.1K	﹤0.01%	673
2016 Q3	$10K	Buy	134 +31	+30%	+$2.49K	﹤0.01%	940
2016 Q2	$8K	Sell	103 -91	-47%	-$6.87K	﹤0.01%	991
2016 Q1	$14K	Buy	194 +14	+8%	+$815	﹤0.01%	834
2015 Q4	$11K	Buy	180 +78	+76%	+$5.2K	﹤0.01%	915
2015 Q3	$7K	Buy	+102	New	+$7.96K	﹤0.01%	1029
2014 Q1	–	Sell	-162	Closed	-$13K	–	1440
2013 Q4	$13K	Hold	162	–	–	﹤0.01%	956
2013 Q3	$12K	Sell	162 -228	-58%	-$15.5K	﹤0.01%	926
2013 Q2	$26K	Buy	+390	New	+$27K	0.01%	715

Other funds holding EXP

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

FineMark National Bank & Trust sold out of Eagle Materials (EXP) in Q1 2017, closing a stake of 403 shares — an estimated $40K sold.

FineMark National Bank & Trust first reported a position in EXP in Q2 2013 and held it in 9 quarters. The position peaked at $40K in Q4 2016. 344 funds tracked by Wall St. Rank hold EXP as of Q1 2017.

FineMark National Bank & Trust reported no remaining Eagle Materials position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 403 Eagle Materials shares in Q1 2017, an estimated $40K.
FineMark National Bank & Trust first reported a position in Eagle Materials in Q2 2013 and held it in 9 quarters.
FineMark National Bank & Trust's Eagle Materials position peaked at $40K in Q4 2016.
344 funds tracked by Wall St. Rank held Eagle Materials as of Q1 2017.

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