FineMark National Bank & Trust’s Lloyds Banking Group LYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-408	Closed	-$1K	–	722
2016 Q4	$1K	Hold	408	–	–	﹤0.01%	1239
2016 Q3	$1K	Hold	408	–	–	﹤0.01%	1253
2016 Q2	$1K	Hold	408	–	–	﹤0.01%	1300
2016 Q1	$2K	Hold	408	–	–	﹤0.01%	1152
2015 Q4	$2K	Sell	408 -184	-31%	-$834	﹤0.01%	1187
2015 Q3	$3K	Buy	592 +184	+45%	+$921	﹤0.01%	1175
2015 Q2	$2K	Hold	408	–	–	﹤0.01%	1262
2015 Q1	$2K	Hold	408	–	–	﹤0.01%	1260
2014 Q4	$2K	Hold	408	–	–	﹤0.01%	1274
2014 Q3	$2K	Hold	408	–	–	﹤0.01%	1261
2014 Q2	$2K	Hold	408	–	–	﹤0.01%	1290
2014 Q1	$2K	Hold	408	–	–	﹤0.01%	1289
2013 Q4	$2K	Hold	408	–	–	﹤0.01%	1311
2013 Q3	$2K	Hold	408	–	–	﹤0.01%	1260
2013 Q2	$2K	Buy	+408	New	+$1.42K	﹤0.01%	1262

Other funds holding LYG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PPA

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

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

FineMark National Bank & Trust sold out of Lloyds Banking Group (LYG) in Q1 2017, closing a stake of 408 shares — an estimated $1K sold.

FineMark National Bank & Trust first reported a position in LYG in Q2 2013 and held it in 15 quarters. The position peaked at $3K in Q3 2015. 202 funds tracked by Wall St. Rank hold LYG as of Q1 2017.

FineMark National Bank & Trust reported no remaining Lloyds Banking Group position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 408 Lloyds Banking Group shares in Q1 2017, an estimated $1K.
FineMark National Bank & Trust first reported a position in Lloyds Banking Group in Q2 2013 and held it in 15 quarters.
FineMark National Bank & Trust's Lloyds Banking Group position peaked at $3K in Q3 2015.
202 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2017.

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