FNBT
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FineMark National Bank & Trust’s ORIX IX Stock Holding History

FineMark National Bank & Trust’s Portfolio IX Stock Details IX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-170
Closed -$2K – 1421
2015
Q3 		$2K Buy
170
+95
+127% +$1.32K ﹤0.01% 1264
2015
Q2 		$1K Hold
75
– – ﹤0.01% 1343
2015
Q1 		$1K Hold
75
– – ﹤0.01% 1327
2014
Q4 		$1K Hold
75
– – ﹤0.01% 1341
2014
Q3 		$1K Hold
75
– – ﹤0.01% 1319
2014
Q2 		$1K Hold
75
– – ﹤0.01% 1335
2014
Q1 		$1K Hold
75
– – ﹤0.01% 1356
2013
Q4 		$1K Hold
75
– – ﹤0.01% 1416
2013
Q3 		$1K Hold
75
– – ﹤0.01% 1372
2013
Q2 		$1K Buy
+75
New +$1.06K ﹤0.01% 1332

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HJGA
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Bank of America
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PPA
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ClearBridge Investments
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TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return