FineMark National Bank & Trust’s Raymond James Financial RJF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-267	Closed	-$10K	–	1469
2013 Q4	$10K	Hold	267	–	–	﹤0.01%	1022
2013 Q3	$8K	Buy	267 +133	+99%	+$3.84K	﹤0.01%	1026
2013 Q2	$4K	Buy	+134	New	+$3.88K	﹤0.01%	1158

Other funds holding RJF

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

BIT

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

BFA

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

FineMark National Bank & Trust's RJF Position: Q1 2014 in Review

FineMark National Bank & Trust sold out of Raymond James Financial (RJF) in Q1 2014, closing a stake of 267 shares — an estimated $10K sold.

FineMark National Bank & Trust first reported a position in RJF in Q2 2013 and held it in 3 quarters. The position peaked at $10K in Q4 2013. 328 funds tracked by Wall St. Rank hold RJF as of Q1 2014.

FineMark National Bank & Trust reported no remaining Raymond James Financial position as of Q1 2014 after selling out during the quarter.
FineMark National Bank & Trust sold 267 Raymond James Financial shares in Q1 2014, an estimated $10K.
FineMark National Bank & Trust first reported a position in Raymond James Financial in Q2 2013 and held it in 3 quarters.
FineMark National Bank & Trust's Raymond James Financial position peaked at $10K in Q4 2013.
328 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2014.

Based on FineMark National Bank & Trust's 13F filing for Q1 2014, filed 13 May 2014.