FNBT
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FineMark National Bank & Trust’s ePlus PLUS Stock Holding History

FineMark National Bank & Trust’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-56
Closed -$2K – 835
2016
Q4 		$2K Hold
56
– – ﹤0.01% 1176
2016
Q3 		$1K Hold
56
– – ﹤0.01% 1264
2016
Q2 		$1K Hold
56
– – ﹤0.01% 1319
2016
Q1 		$1K Buy
56
+32
+133% +$660 ﹤0.01% 1243
2015
Q4 		$1K Buy
+24
New +$539 ﹤0.01% 1288

Other funds holding PLUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
GC
Gobi Capital San Francisco, California $2.13B AUM 6.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

FineMark National Bank & Trust sold out of ePlus (PLUS) in Q1 2017, closing a stake of 56 shares — an estimated $2K sold.

FineMark National Bank & Trust first reported a position in PLUS in Q4 2015 and held it in 5 quarters. The position peaked at $2K in Q4 2016. 174 funds tracked by Wall St. Rank hold PLUS as of Q1 2017.

  • FineMark National Bank & Trust reported no remaining ePlus position as of Q1 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 56 ePlus shares in Q1 2017, an estimated $2K.
  • FineMark National Bank & Trust first reported a position in ePlus in Q4 2015 and held it in 5 quarters.
  • FineMark National Bank & Trust's ePlus position peaked at $2K in Q4 2016.
  • 174 funds tracked by Wall St. Rank held ePlus as of Q1 2017.

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