FineMark National Bank & Trust’s Inovalon Holdings, Inc. Class A Common Stock INOV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-2,698	Closed	-$28K	–	1097
2016 Q4	$28K	Sell	2,698 -483	-15%	-$6.59K	﹤0.01%	757
2016 Q3	$47K	Sell	3,181 -477	-13%	-$7.92K	0.01%	625
2016 Q2	$66K	Buy	3,658 +178	+5%	+$3.19K	0.01%	525
2016 Q1	$64K	Buy	+3,480	New	+$61.4K	0.01%	518

Other funds holding INOV

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

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

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Tikvah Management Charlotte, North Carolina $323M AUM 69.61% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

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

FineMark National Bank & Trust sold out of Inovalon Holdings, Inc. Class A Common Stock (INOV) in Q1 2017, closing a stake of 2,698 shares — an estimated $28K sold.

FineMark National Bank & Trust first reported a position in INOV in Q1 2016 and held it in 4 quarters. The position peaked at $66K in Q2 2016. 117 funds tracked by Wall St. Rank hold INOV as of Q1 2017.

FineMark National Bank & Trust reported no remaining Inovalon Holdings, Inc. Class A Common Stock position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 2,698 Inovalon Holdings, Inc. Class A Common Stock shares in Q1 2017, an estimated $28K.
FineMark National Bank & Trust first reported a position in Inovalon Holdings, Inc. Class A Common Stock in Q1 2016 and held it in 4 quarters.
FineMark National Bank & Trust's Inovalon Holdings, Inc. Class A Common Stock position peaked at $66K in Q2 2016.
117 funds tracked by Wall St. Rank held Inovalon Holdings, Inc. Class A Common Stock as of Q1 2017.

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