FNBT
GAM

FineMark National Bank & Trust’s General American Investors Company GAM Stock Holding History

FineMark National Bank & Trust’s Portfolio GAM Stock Details GAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-6,588
Closed -$226K – 375
2017
Q2 		$226K Hold
6,588
– – 0.02% 324
2017
Q1 		$221K Buy
6,588
+588
+10% +$19.3K 0.02% 330
2016
Q4 		$187K Buy
+6,000
New +$188K 0.02% 352

Other funds holding GAM

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

FineMark National Bank & Trust's GAM Position: Q3 2017 in Review

FineMark National Bank & Trust sold out of General American Investors Company (GAM) in Q3 2017, closing a stake of 6,588 shares — an estimated $226K sold.

FineMark National Bank & Trust first reported a position in GAM in Q4 2016 and held it in 3 quarters. The position peaked at $226K in Q2 2017. 84 funds tracked by Wall St. Rank hold GAM as of Q3 2017.

  • FineMark National Bank & Trust reported no remaining General American Investors Company position as of Q3 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 6,588 General American Investors Company shares in Q3 2017, an estimated $226K.
  • FineMark National Bank & Trust first reported a position in General American Investors Company in Q4 2016 and held it in 3 quarters.
  • FineMark National Bank & Trust's General American Investors Company position peaked at $226K in Q2 2017.
  • 84 funds tracked by Wall St. Rank held General American Investors Company as of Q3 2017.

Based on FineMark National Bank & Trust's 13F filing for Q3 2017, filed 30 Oct 2017.