FineMark National Bank & Trust’s Neuberger Real Estate Securities Income Fund Inc NRO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-15,837	Closed	-$84K	–	399
2017 Q4	$84K	Hold	15,837	–	–	0.01%	361
2017 Q3	$85K	Hold	15,837	–	–	0.01%	366
2017 Q2	$82K	Hold	15,837	–	–	0.01%	352
2017 Q1	$80K	Buy	15,837 +117	+0.7%	+$593	0.01%	364
2016 Q4	$81K	Buy	+15,720	New	+$79.5K	0.01%	522

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Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return