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FineMark National Bank & Trust’s Plexus PLXS Stock Holding History

FineMark National Bank & Trust’s Portfolio PLXS Stock Details PLXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-770
Closed -$33K – 1414
2014
Q2 		$33K Hold
770
– – 0.01% 751
2014
Q1 		$31K Hold
770
– – 0.01% 750
2013
Q4 		$33K Hold
770
– – 0.01% 686
2013
Q3 		$29K Hold
770
– – 0.01% 698
2013
Q2 		$23K Buy
+770
New +$21.4K 0.01% 756

Other funds holding PLXS

DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
MCM
Munder Capital Management Birmingham, Michigan $13.4B AUM 18.35% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FineMark National Bank & Trust's PLXS Position: Q3 2014 in Review

FineMark National Bank & Trust sold out of Plexus (PLXS) in Q3 2014, closing a stake of 770 shares — an estimated $33K sold.

FineMark National Bank & Trust first reported a position in PLXS in Q2 2013 and held it in 5 quarters. The position peaked at $33K in Q2 2014. 181 funds tracked by Wall St. Rank hold PLXS as of Q3 2014.

  • FineMark National Bank & Trust reported no remaining Plexus position as of Q3 2014 after selling out during the quarter.
  • FineMark National Bank & Trust sold 770 Plexus shares in Q3 2014, an estimated $33K.
  • FineMark National Bank & Trust first reported a position in Plexus in Q2 2013 and held it in 5 quarters.
  • FineMark National Bank & Trust's Plexus position peaked at $33K in Q2 2014.
  • 181 funds tracked by Wall St. Rank held Plexus as of Q3 2014.

Based on FineMark National Bank & Trust's 13F filing for Q3 2014, filed 13 Nov 2014.