FineMark National Bank & Trust’s WINTHROP REALTY TRUST SHS BENE INT (NEW) FUR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-7,500	Closed	-$66K	–	1472
2016 Q2	$66K	Hold	7,500	–	–	0.01%	527
2016 Q1	$98K	Hold	7,500	–	–	0.01%	436
2015 Q4	$97K	Hold	7,500	–	–	0.01%	451
2015 Q3	$108K	Hold	7,500	–	–	0.01%	440
2015 Q2	$114K	Hold	7,500	–	–	0.01%	453
2015 Q1	$122K	Buy	+7,500	New	+$120K	0.02%	437
2013 Q3	–	Sell	-500	Closed	-$6K	–	1653
2013 Q2	$6K	Buy	+500	New	+$6.19K	﹤0.01%	1077

Other funds holding FUR

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

QOP

Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return

BLA

Balter Liquid Alternatives Boston, Massachusetts $205M AUM 2.95% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

FineMark National Bank & Trust's FUR Position: Q3 2016 in Review

FineMark National Bank & Trust sold out of WINTHROP REALTY TRUST SHS BENE INT (NEW) (FUR) in Q3 2016, closing a stake of 7,500 shares — an estimated $66K sold.

FineMark National Bank & Trust first reported a position in FUR in Q2 2013 and held it in 7 quarters. The position peaked at $122K in Q1 2015. 7 funds tracked by Wall St. Rank hold FUR as of Q3 2016.

FineMark National Bank & Trust reported no remaining WINTHROP REALTY TRUST SHS BENE INT (NEW) position as of Q3 2016 after selling out during the quarter.
FineMark National Bank & Trust sold 7,500 WINTHROP REALTY TRUST SHS BENE INT (NEW) shares in Q3 2016, an estimated $66K.
FineMark National Bank & Trust first reported a position in WINTHROP REALTY TRUST SHS BENE INT (NEW) in Q2 2013 and held it in 7 quarters.
FineMark National Bank & Trust's WINTHROP REALTY TRUST SHS BENE INT (NEW) position peaked at $122K in Q1 2015.
7 funds tracked by Wall St. Rank held WINTHROP REALTY TRUST SHS BENE INT (NEW) as of Q3 2016.

Based on FineMark National Bank & Trust's 13F filing for Q3 2016, filed 10 Nov 2016.