FineMark National Bank & Trust’s inContact, Inc. SAAS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-134	Closed	-$1K	–	1505
2013 Q4	$1K	Buy	134 +52	+63%	+$396	﹤0.01%	1454
2013 Q3	$1K	Buy	+82	New	+$701	﹤0.01%	1407

Other funds holding SAAS

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

ACM

Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

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

CAM

Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

BFA

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

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

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

FineMark National Bank & Trust sold out of inContact, Inc. (SAAS) in Q1 2014, closing a stake of 134 shares — an estimated $1K sold.

FineMark National Bank & Trust first reported a position in SAAS in Q3 2013 and held it in 2 quarters. The position peaked at $1K in Q4 2013. 98 funds tracked by Wall St. Rank hold SAAS as of Q1 2014.

FineMark National Bank & Trust reported no remaining inContact, Inc. position as of Q1 2014 after selling out during the quarter.
FineMark National Bank & Trust sold 134 inContact, Inc. shares in Q1 2014, an estimated $1K.
FineMark National Bank & Trust first reported a position in inContact, Inc. in Q3 2013 and held it in 2 quarters.
FineMark National Bank & Trust's inContact, Inc. position peaked at $1K in Q4 2013.
98 funds tracked by Wall St. Rank held inContact, Inc. as of Q1 2014.

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