FineMark National Bank & Trust’s One Liberty Properties OLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-10,800	Closed	-$280K	–	400
2017 Q4	$280K	Hold	10,800	–	–	0.02%	306
2017 Q3	$263K	Hold	10,800	–	–	0.02%	316
2017 Q2	$253K	Hold	10,800	–	–	0.02%	308
2017 Q1	$252K	Hold	10,800	–	–	0.02%	315
2016 Q4	$271K	Buy	+10,800	New	+$261K	0.02%	294

Other funds holding OLP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

FineMark National Bank & Trust's OLP Position: Q1 2018 in Review

FineMark National Bank & Trust sold out of One Liberty Properties (OLP) in Q1 2018, closing a stake of 10,800 shares — an estimated $280K sold.

FineMark National Bank & Trust first reported a position in OLP in Q4 2016 and held it in 5 quarters. The position peaked at $280K in Q4 2017. 111 funds tracked by Wall St. Rank hold OLP as of Q1 2018.

FineMark National Bank & Trust reported no remaining One Liberty Properties position as of Q1 2018 after selling out during the quarter.
FineMark National Bank & Trust sold 10,800 One Liberty Properties shares in Q1 2018, an estimated $280K.
FineMark National Bank & Trust first reported a position in One Liberty Properties in Q4 2016 and held it in 5 quarters.
FineMark National Bank & Trust's One Liberty Properties position peaked at $280K in Q4 2017.
111 funds tracked by Wall St. Rank held One Liberty Properties as of Q1 2018.

Based on FineMark National Bank & Trust's 13F filing for Q1 2018, filed 26 Apr 2018.