FineMark National Bank & Trust’s Oshkosh OSK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-102	Closed	-$4K	–	1347
2015 Q4	$4K	Sell	102 -8	-7%	-$326	﹤0.01%	1080
2015 Q3	$4K	Buy	110 +32	+41%	+$1.25K	﹤0.01%	1130
2015 Q2	$3K	Sell	78 -54	-41%	-$2.71K	﹤0.01%	1200
2015 Q1	$6K	Hold	132	–	–	﹤0.01%	1103
2014 Q4	$6K	Sell	132 -40	-23%	-$1.82K	﹤0.01%	1118
2014 Q3	$8K	Buy	172 +23	+15%	+$1.14K	﹤0.01%	1053
2014 Q2	$8K	Buy	149 +15	+11%	+$829	﹤0.01%	1077
2014 Q1	$8K	Sell	134 -8	-6%	-$439	﹤0.01%	1090
2013 Q4	$7K	Buy	142 +35	+33%	+$1.75K	﹤0.01%	1096
2013 Q3	$5K	Buy	107 +25	+30%	+$1.11K	﹤0.01%	1102
2013 Q2	$3K	Buy	+82	New	+$3.15K	﹤0.01%	1200

Other funds holding OSK

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BFA

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

FineMark National Bank & Trust's OSK Position: Q1 2016 in Review

FineMark National Bank & Trust sold out of Oshkosh (OSK) in Q1 2016, closing a stake of 102 shares — an estimated $4K sold.

FineMark National Bank & Trust first reported a position in OSK in Q2 2013 and held it in 11 quarters. The position peaked at $8K in Q3 2014. 222 funds tracked by Wall St. Rank hold OSK as of Q1 2016.

FineMark National Bank & Trust reported no remaining Oshkosh position as of Q1 2016 after selling out during the quarter.
FineMark National Bank & Trust sold 102 Oshkosh shares in Q1 2016, an estimated $4K.
FineMark National Bank & Trust first reported a position in Oshkosh in Q2 2013 and held it in 11 quarters.
FineMark National Bank & Trust's Oshkosh position peaked at $8K in Q3 2014.
222 funds tracked by Wall St. Rank held Oshkosh as of Q1 2016.

Based on FineMark National Bank & Trust's 13F filing for Q1 2016, filed 10 May 2016.