FineMark National Bank & Trust’s Guidewire Software GWRE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-250	Closed	-$12K	–	626
2016 Q4	$12K	Hold	250	–	–	﹤0.01%	920
2016 Q3	$15K	Hold	250	–	–	﹤0.01%	857
2016 Q2	$15K	Buy	250 +102	+69%	+$5.88K	﹤0.01%	873
2016 Q1	$8K	Hold	148	–	–	﹤0.01%	947
2015 Q4	$9K	Hold	148	–	–	﹤0.01%	957
2015 Q3	$8K	Buy	+148	New	+$8.19K	﹤0.01%	1008
2014 Q2	–	Sell	-1,033	Closed	-$51K	–	1417
2014 Q1	$51K	Buy	1,033 +125	+14%	+$6.27K	0.01%	605
2013 Q4	$44K	Buy	908 +24	+3%	+$1.13K	0.01%	610
2013 Q3	$42K	Buy	884 +31	+4%	+$1.39K	0.01%	606
2013 Q2	$36K	Buy	+853	New	+$34.1K	0.01%	635

Other funds holding GWRE

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

FineMark National Bank & Trust sold out of Guidewire Software (GWRE) in Q1 2017, closing a stake of 250 shares — an estimated $12K sold.

FineMark National Bank & Trust first reported a position in GWRE in Q2 2013 and held it in 10 quarters. The position peaked at $51K in Q1 2014. 191 funds tracked by Wall St. Rank hold GWRE as of Q1 2017.

FineMark National Bank & Trust reported no remaining Guidewire Software position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 250 Guidewire Software shares in Q1 2017, an estimated $12K.
FineMark National Bank & Trust first reported a position in Guidewire Software in Q2 2013 and held it in 10 quarters.
FineMark National Bank & Trust's Guidewire Software position peaked at $51K in Q1 2014.
191 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2017.

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