FineMark National Bank & Trust’s Banco Santander SAN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-1,273	Closed	-$6K	–	881
2016 Q4	$6K	Hold	1,273	–	–	﹤0.01%	1038
2016 Q3	$5K	Buy	1,273 +228	+22%	+$931	﹤0.01%	1064
2016 Q2	$4K	Hold	1,045	–	–	﹤0.01%	1117
2016 Q1	$4K	Buy	1,045 +152	+17%	+$625	﹤0.01%	1067
2015 Q4	$4K	Buy	893 +288	+48%	+$1.49K	﹤0.01%	1084
2015 Q3	$3K	Sell	605 -41	-6%	-$249	﹤0.01%	1188
2015 Q2	$4K	Hold	646	–	–	﹤0.01%	1155
2015 Q1	$5K	Sell	646 -1,078	-63%	-$7.29K	﹤0.01%	1131
2014 Q4	$13K	Buy	1,724 +1,063	+161%	+$8.54K	﹤0.01%	983
2014 Q3	$6K	Buy	661 +14	+2%	+$126	﹤0.01%	1111
2014 Q2	$6K	Hold	647	–	–	﹤0.01%	1143
2014 Q1	$6K	Hold	647	–	–	﹤0.01%	1140
2013 Q4	$5K	Buy	647 +180	+39%	+$1.43K	﹤0.01%	1165
2013 Q3	$3K	Hold	467	–	–	﹤0.01%	1203
2013 Q2	$3K	Buy	+467	New	+$2.98K	﹤0.01%	1205

Other funds holding SAN

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

FineMark National Bank & Trust sold out of Banco Santander (SAN) in Q1 2017, closing a stake of 1,273 shares — an estimated $6K sold.

FineMark National Bank & Trust first reported a position in SAN in Q2 2013 and held it in 15 quarters. The position peaked at $13K in Q4 2014. 261 funds tracked by Wall St. Rank hold SAN as of Q1 2017.

FineMark National Bank & Trust reported no remaining Banco Santander position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 1,273 Banco Santander shares in Q1 2017, an estimated $6K.
FineMark National Bank & Trust first reported a position in Banco Santander in Q2 2013 and held it in 15 quarters.
FineMark National Bank & Trust's Banco Santander position peaked at $13K in Q4 2014.
261 funds tracked by Wall St. Rank held Banco Santander as of Q1 2017.

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