FineMark National Bank & Trust’s Scana SCG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-29	Closed	-$2K	–	1173
2016 Q4	$2K	Buy	+29	New	+$2.07K	﹤0.01%	1198
2016 Q2	–	Sell	-300	Closed	-$21K	–	1447
2016 Q1	$21K	Buy	+300	New	+$19.4K	﹤0.01%	775
2014 Q3	–	Sell	-100	Closed	-$5K	–	1444
2014 Q2	$5K	Sell	100 -531	-84%	-$27.6K	﹤0.01%	1170
2014 Q1	$32K	Sell	631 -400	-39%	-$19.2K	0.01%	737
2013 Q4	$48K	Hold	1,031	–	–	0.01%	590
2013 Q3	$47K	Hold	1,031	–	–	0.01%	589
2013 Q2	$51K	Buy	+1,031	New	+$53K	0.02%	567

Other funds holding SCG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ETC

Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

FineMark National Bank & Trust sold out of Scana (SCG) in Q1 2017, closing a stake of 29 shares — an estimated $2K sold.

FineMark National Bank & Trust first reported a position in SCG in Q2 2013 and held it in 7 quarters. The position peaked at $51K in Q2 2013. 516 funds tracked by Wall St. Rank hold SCG as of Q1 2017.

FineMark National Bank & Trust reported no remaining Scana position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 29 Scana shares in Q1 2017, an estimated $2K.
FineMark National Bank & Trust first reported a position in Scana in Q2 2013 and held it in 7 quarters.
FineMark National Bank & Trust's Scana position peaked at $51K in Q2 2013.
516 funds tracked by Wall St. Rank held Scana as of Q1 2017.

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