FineMark National Bank & Trust’s Factset FDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-1,900	Closed	-$380K	–	340
2018 Q4	$380K	Sell	1,900 -65	-3%	-$14.3K	0.03%	262
2018 Q3	$440K	Sell	1,965 -490	-20%	-$106K	0.03%	233
2018 Q2	$486K	Sell	2,455 -5	-0.2%	-$999	0.03%	254
2018 Q1	$491K	Buy	2,460 +320	+15%	+$64.6K	0.03%	246
2017 Q4	$413K	Hold	2,140	–	–	0.03%	259
2017 Q3	$385K	Sell	2,140 -43	-2%	-$7.02K	0.03%	261
2017 Q2	$363K	Buy	2,183 +22	+1%	+$3.6K	0.03%	263
2017 Q1	$356K	Buy	2,161 +2	+0.1%	+$350	0.03%	270
2016 Q4	$352K	Buy	2,159 +21	+1%	+$3.35K	0.03%	260
2016 Q3	$346K	Buy	2,138 +1,800	+533%	+$310K	0.04%	255
2016 Q2	$54K	Buy	338 +329	+3,656%	+$50.9K	0.01%	577
2016 Q1	$1K	Hold	9	–	–	﹤0.01%	1216
2015 Q4	$1K	Hold	9	–	–	﹤0.01%	1259
2015 Q3	$1K	Hold	9	–	–	﹤0.01%	1379
2015 Q2	$1K	Buy	+9	New	+$1.46K	﹤0.01%	1331
2013 Q3	–	Sell	-14	Closed	-$1K	–	1552
2013 Q2	$1K	Buy	+14	New	+$1.34K	﹤0.01%	1326

Other funds holding FDS

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return