FNBT
L icon

FineMark National Bank & Trust’s Loews L Stock Holding History

FineMark National Bank & Trust’s Portfolio L Stock Details L Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-134,669
Closed -$6.5M – 372
2018
Q2 		$6.5M Buy
134,669
+1,358
+1% +$68.3K 0.39% 61
2018
Q1 		$6.63M Sell
133,311
-5,353
-4% -$271K 0.42% 56
2017
Q4 		$6.94M Buy
138,664
+5,258
+4% +$260K 0.44% 52
2017
Q3 		$6.38M Buy
133,406
+5,199
+4% +$247K 0.43% 51
2017
Q2 		$6M Buy
128,207
+23,103
+22% +$1.08M 0.43% 57
2017
Q1 		$4.92M Buy
+105,104
New +$4.91M 0.36% 74

Other funds holding L

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return