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FineMark National Bank & Trust’s lululemon athletica LULU Stock Holding History

FineMark National Bank & Trust’s Portfolio LULU Stock Details LULU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-85
Closed -$6K – 718
2016
Q4 		$6K Hold
85
– – ﹤0.01% 1035
2016
Q3 		$5K Sell
85
-100
-54% -$7.38K ﹤0.01% 1059
2016
Q2 		$14K Buy
185
+85
+85% +$5.64K ﹤0.01% 885
2016
Q1 		$7K Hold
100
– – ﹤0.01% 977
2015
Q4 		$5K Hold
100
– – ﹤0.01% 1046
2015
Q3 		$5K Hold
100
– – ﹤0.01% 1093
2015
Q2 		$7K Sell
100
-100
-50% -$6.5K ﹤0.01% 1062
2015
Q1 		$13K Hold
200
– – ﹤0.01% 951
2014
Q4 		$11K Buy
200
+100
+100% +$4.56K ﹤0.01% 1006
2014
Q3 		$4K Hold
100
– – ﹤0.01% 1169
2014
Q2 		$4K Sell
100
-200
-67% -$9.12K ﹤0.01% 1196
2014
Q1 		$16K Sell
300
-400
-57% -$20K ﹤0.01% 939
2013
Q4 		$41K Sell
700
-25
-3% -$1.72K 0.01% 622
2013
Q3 		$53K Sell
725
-900
-55% -$62.8K 0.01% 560
2013
Q2 		$107K Buy
+1,625
New +$118K 0.03% 383

Other funds holding LULU

AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

FineMark National Bank & Trust sold out of lululemon athletica (LULU) in Q1 2017, closing a stake of 85 shares — an estimated $6K sold.

FineMark National Bank & Trust first reported a position in LULU in Q2 2013 and held it in 15 quarters. The position peaked at $107K in Q2 2013. 336 funds tracked by Wall St. Rank hold LULU as of Q1 2017.

  • FineMark National Bank & Trust reported no remaining lululemon athletica position as of Q1 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 85 lululemon athletica shares in Q1 2017, an estimated $6K.
  • FineMark National Bank & Trust first reported a position in lululemon athletica in Q2 2013 and held it in 15 quarters.
  • FineMark National Bank & Trust's lululemon athletica position peaked at $107K in Q2 2013.
  • 336 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2017.

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