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FineMark National Bank & Trust’s FirstEnergy FE Stock Holding History

FineMark National Bank & Trust’s Portfolio FE Stock Details FE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-243
Closed -$8K – 586
2016
Q4 		$8K Sell
243
-217
-47% -$6.95K ﹤0.01% 996
2016
Q3 		$15K Sell
460
-831
-64% -$28.2K ﹤0.01% 855
2016
Q2 		$45K Hold
1,291
– – 0.01% 620
2016
Q1 		$46K Buy
1,291
+140
+12% +$4.71K 0.01% 593
2015
Q4 		$37K Sell
1,151
-66
-5% -$2.07K ﹤0.01% 668
2015
Q3 		$38K Sell
1,217
-108
-8% -$3.53K 0.01% 695
2015
Q2 		$44K Buy
1,325
+210
+19% +$7.34K 0.01% 685
2015
Q1 		$39K Sell
1,115
-210
-16% -$7.86K 0.01% 728
2014
Q4 		$51K Buy
1,325
+108
+9% +$3.96K 0.01% 660
2014
Q3 		$41K Hold
1,217
– – 0.01% 678
2014
Q2 		$42K Buy
1,217
+110
+10% +$3.7K 0.01% 678
2014
Q1 		$38K Hold
1,107
– – 0.01% 685
2013
Q4 		$37K Sell
1,107
-500
-31% -$17.6K 0.01% 656
2013
Q3 		$59K Sell
1,607
-750
-32% -$28.2K 0.01% 537
2013
Q2 		$88K Buy
+2,357
New +$99.1K 0.03% 420

Other funds holding FE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

FineMark National Bank & Trust sold out of FirstEnergy (FE) in Q1 2017, closing a stake of 243 shares — an estimated $8K sold.

FineMark National Bank & Trust first reported a position in FE in Q2 2013 and held it in 15 quarters. The position peaked at $88K in Q2 2013. 536 funds tracked by Wall St. Rank hold FE as of Q1 2017.

  • FineMark National Bank & Trust reported no remaining FirstEnergy position as of Q1 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 243 FirstEnergy shares in Q1 2017, an estimated $8K.
  • FineMark National Bank & Trust first reported a position in FirstEnergy in Q2 2013 and held it in 15 quarters.
  • FineMark National Bank & Trust's FirstEnergy position peaked at $88K in Q2 2013.
  • 536 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2017.

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