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FineMark National Bank & Trust’s Exponent EXPO Stock Holding History

FineMark National Bank & Trust’s Portfolio EXPO Stock Details EXPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-156
Closed -$5K – 579
2016
Q4 		$5K Buy
156
+112
+255% +$3.25K ﹤0.01% 1061
2016
Q3 		$1K Hold
44
– – ﹤0.01% 1240
2016
Q2 		$1K Hold
44
– – ﹤0.01% 1283
2016
Q1 		$1K Hold
44
– – ﹤0.01% 1215
2015
Q4 		$1K Hold
44
– – ﹤0.01% 1258
2015
Q3 		$1K Hold
44
– – ﹤0.01% 1378
2015
Q2 		$1K Buy
+44
New +$966 ﹤0.01% 1330

Other funds holding EXPO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

FineMark National Bank & Trust sold out of Exponent (EXPO) in Q1 2017, closing a stake of 156 shares — an estimated $5K sold.

FineMark National Bank & Trust first reported a position in EXPO in Q2 2015 and held it in 7 quarters. The position peaked at $5K in Q4 2016. 176 funds tracked by Wall St. Rank hold EXPO as of Q1 2017.

  • FineMark National Bank & Trust reported no remaining Exponent position as of Q1 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 156 Exponent shares in Q1 2017, an estimated $5K.
  • FineMark National Bank & Trust first reported a position in Exponent in Q2 2015 and held it in 7 quarters.
  • FineMark National Bank & Trust's Exponent position peaked at $5K in Q4 2016.
  • 176 funds tracked by Wall St. Rank held Exponent as of Q1 2017.

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