FineMark National Bank & Trust’s Icahn Enterprises IEP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-1,000	Closed	-$60K	–	662
2016 Q4	$60K	Hold	1,000	–	–	﹤0.01%	586
2016 Q3	$51K	Hold	1,000	–	–	0.01%	594
2016 Q2	$54K	Hold	1,000	–	–	0.01%	578
2016 Q1	$63K	Hold	1,000	–	–	0.01%	520
2015 Q4	$61K	Buy	+1,000	New	+$72.5K	0.01%	554

Other funds holding IEP

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MRI

Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return

JAFL

Jay A. Fishman Ltd Troy, Michigan $1.12B AUM 32.75% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

FineMark National Bank & Trust sold out of Icahn Enterprises (IEP) in Q1 2017, closing a stake of 1,000 shares — an estimated $60K sold.

FineMark National Bank & Trust first reported a position in IEP in Q4 2015 and held it in 5 quarters. The position peaked at $63K in Q1 2016. 85 funds tracked by Wall St. Rank hold IEP as of Q1 2017.

FineMark National Bank & Trust reported no remaining Icahn Enterprises position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 1,000 Icahn Enterprises shares in Q1 2017, an estimated $60K.
FineMark National Bank & Trust first reported a position in Icahn Enterprises in Q4 2015 and held it in 5 quarters.
FineMark National Bank & Trust's Icahn Enterprises position peaked at $63K in Q1 2016.
85 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2017.

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