FineMark National Bank & Trust’s Veradigm Inc. Common Stock MDRX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-69	Closed	-$1K	–	1053
2016 Q4	$1K	Hold	69	–	–	﹤0.01%	1257
2016 Q3	$1K	Buy	+69	New	+$923	﹤0.01%	1278
2015 Q3	–	Sell	-79	Closed	-$1K	–	1599
2015 Q2	$1K	Sell	79 -25	-24%	-$338	﹤0.01%	1385
2015 Q1	$1K	Sell	104 -20	-16%	-$244	﹤0.01%	1362
2014 Q4	$2K	Sell	124 -94	-43%	-$1.2K	﹤0.01%	1295
2014 Q3	$3K	Hold	218	–	–	﹤0.01%	1224
2014 Q2	$3K	Hold	218	–	–	﹤0.01%	1254
2014 Q1	$4K	Hold	218	–	–	﹤0.01%	1217
2013 Q4	$3K	Sell	218 -100	-31%	-$1.47K	﹤0.01%	1256
2013 Q3	$5K	Hold	318	–	–	﹤0.01%	1112
2013 Q2	$4K	Buy	+318	New	+$4.26K	﹤0.01%	1167

Other funds holding MDRX

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

BHG

Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Glenhill Advisors New York $6.94M AUM 24.62% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

FineMark National Bank & Trust sold out of Veradigm Inc. Common Stock (MDRX) in Q1 2017, closing a stake of 69 shares — an estimated $1K sold.

FineMark National Bank & Trust first reported a position in MDRX in Q2 2013 and held it in 11 quarters. The position peaked at $5K in Q3 2013. 244 funds tracked by Wall St. Rank hold MDRX as of Q1 2017.

FineMark National Bank & Trust reported no remaining Veradigm Inc. Common Stock position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 69 Veradigm Inc. Common Stock shares in Q1 2017, an estimated $1K.
FineMark National Bank & Trust first reported a position in Veradigm Inc. Common Stock in Q2 2013 and held it in 11 quarters.
FineMark National Bank & Trust's Veradigm Inc. Common Stock position peaked at $5K in Q3 2013.
244 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q1 2017.

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