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FineMark National Bank & Trust’s IDEX IEX Stock Holding History

FineMark National Bank & Trust’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-25
Closed -$2K – 663
2016
Q4 		$2K Hold
25
– – ﹤0.01% 1164
2016
Q3 		$2K Sell
25
-79
-76% -$7.13K ﹤0.01% 1179
2016
Q2 		$9K Hold
104
– – ﹤0.01% 971
2016
Q1 		$9K Sell
104
-204
-66% -$15.3K ﹤0.01% 925
2015
Q4 		$24K Sell
308
-178
-37% -$13.6K ﹤0.01% 785
2015
Q3 		$35K Sell
486
-124
-20% -$9.13K ﹤0.01% 720
2015
Q2 		$48K Sell
610
-129
-17% -$9.99K 0.01% 664
2015
Q1 		$56K Buy
739
+229
+45% +$17.2K 0.01% 639
2014
Q4 		$40K Sell
510
-50
-9% -$3.72K 0.01% 724
2014
Q3 		$41K Buy
560
+18
+3% +$1.39K 0.01% 679
2014
Q2 		$44K Buy
542
+85
+19% +$6.43K 0.01% 665
2014
Q1 		$33K Sell
457
-299
-40% -$21.8K 0.01% 724
2013
Q4 		$56K Buy
756
+122
+19% +$8.48K 0.01% 553
2013
Q3 		$42K Buy
634
+463
+271% +$28K 0.01% 607
2013
Q2 		$9K Buy
+171
New +$9.12K ﹤0.01% 982

Other funds holding IEX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

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

FineMark National Bank & Trust sold out of IDEX (IEX) in Q1 2017, closing a stake of 25 shares — an estimated $2K sold.

FineMark National Bank & Trust first reported a position in IEX in Q2 2013 and held it in 15 quarters. The position peaked at $56K in Q1 2015. 305 funds tracked by Wall St. Rank hold IEX as of Q1 2017.

  • FineMark National Bank & Trust reported no remaining IDEX position as of Q1 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 25 IDEX shares in Q1 2017, an estimated $2K.
  • FineMark National Bank & Trust first reported a position in IDEX in Q2 2013 and held it in 15 quarters.
  • FineMark National Bank & Trust's IDEX position peaked at $56K in Q1 2015.
  • 305 funds tracked by Wall St. Rank held IDEX as of Q1 2017.

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