FineMark National Bank & Trust’s Gartner IT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-308	Closed	-$31K	–	681
2016 Q4	$31K	Sell	308 -85	-22%	-$8.21K	﹤0.01%	725
2016 Q3	$35K	Hold	393	–	–	﹤0.01%	691
2016 Q2	$38K	Sell	393 -409	-51%	-$38.9K	﹤0.01%	667
2016 Q1	$72K	Sell	802 -15	-2%	-$1.27K	0.01%	493
2015 Q4	$74K	Hold	817	–	–	0.01%	500
2015 Q3	$68K	Sell	817 -349	-30%	-$30.4K	0.01%	541
2015 Q2	$100K	Sell	1,166 -187	-14%	-$16K	0.01%	489
2015 Q1	$113K	Sell	1,353 -337	-20%	-$27.8K	0.02%	456
2014 Q4	$142K	Sell	1,690 -30	-2%	-$2.44K	0.02%	416
2014 Q3	$126K	Buy	1,720 +161	+10%	+$11.7K	0.02%	420
2014 Q2	$110K	Hold	1,559	–	–	0.02%	446
2014 Q1	$108K	Buy	1,559 +118	+8%	+$8.16K	0.02%	436
2013 Q4	$103K	Hold	1,441	–	–	0.02%	430
2013 Q3	$86K	Sell	1,441 -90	-6%	-$5.3K	0.02%	462
2013 Q2	$88K	Buy	+1,531	New	+$86.9K	0.03%	421

Other funds holding IT

BlackRock New York $5.72T AUM 30.48% 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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

FineMark National Bank & Trust sold out of Gartner (IT) in Q1 2017, closing a stake of 308 shares — an estimated $31K sold.

FineMark National Bank & Trust first reported a position in IT in Q2 2013 and held it in 15 quarters. The position peaked at $142K in Q4 2014. 395 funds tracked by Wall St. Rank hold IT as of Q1 2017.

FineMark National Bank & Trust reported no remaining Gartner position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 308 Gartner shares in Q1 2017, an estimated $31K.
FineMark National Bank & Trust first reported a position in Gartner in Q2 2013 and held it in 15 quarters.
FineMark National Bank & Trust's Gartner position peaked at $142K in Q4 2014.
395 funds tracked by Wall St. Rank held Gartner as of Q1 2017.

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