FineMark National Bank & Trust’s Moelis & Co MC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-25	Closed	-$1K	–	1432
2015 Q3	$1K	Sell	25 -5	-17%	-$141	﹤0.01%	1407
2015 Q2	$1K	Hold	30	–	–	﹤0.01%	1348
2015 Q1	$1K	Sell	30 -5	-14%	-$158	﹤0.01%	1332
2014 Q4	$1K	Buy	+35	New	+$1.16K	﹤0.01%	1344

Other funds holding MC

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

LCM

Lomas Capital Management New York $1.04B AUM 24.59% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FineMark National Bank & Trust's MC Position: Q4 2015 in Review

FineMark National Bank & Trust sold out of Moelis & Co (MC) in Q4 2015, closing a stake of 25 shares — an estimated $1K sold.

FineMark National Bank & Trust first reported a position in MC in Q4 2014 and held it in 4 quarters. The position peaked at $1K in Q3 2015. 88 funds tracked by Wall St. Rank hold MC as of Q4 2015.

FineMark National Bank & Trust reported no remaining Moelis & Co position as of Q4 2015 after selling out during the quarter.
FineMark National Bank & Trust sold 25 Moelis & Co shares in Q4 2015, an estimated $1K.
FineMark National Bank & Trust first reported a position in Moelis & Co in Q4 2014 and held it in 4 quarters.
FineMark National Bank & Trust's Moelis & Co position peaked at $1K in Q3 2015.
88 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2015.

Based on FineMark National Bank & Trust's 13F filing for Q4 2015, filed 9 Feb 2016.