FNBT
SCM

FineMark National Bank & Trust’s SWISSCOM AG ADS(RP 1/10 REG SH SCM Stock Holding History

FineMark National Bank & Trust’s Portfolio SCM Stock Details SCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-19
Closed -$1K – 1538
2013
Q4 		$1K Hold
19
– – ﹤0.01% 1479
2013
Q3 		$1K Buy
+19
New +$1K ﹤0.01% 1429

Other funds holding SCM

AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LCM
Logan Capital Management Newtown Square, Pennsylvania $2.3B AUM 30.85% 1-Year Est. Return
ANI
American National Insurance Galveston, Texas $370M AUM 20.46% 1-Year Est. Return
ACM
Ativo Capital Management Chicago, Illinois $115M AUM 19.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return

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

FineMark National Bank & Trust sold out of SWISSCOM AG ADS(RP 1/10 REG SH (SCM) in Q1 2014, closing a stake of 19 shares — an estimated $1K sold.

FineMark National Bank & Trust first reported a position in SCM in Q3 2013 and held it in 2 quarters. The position peaked at $1K in Q4 2013. 11 funds tracked by Wall St. Rank hold SCM as of Q1 2014.

  • FineMark National Bank & Trust reported no remaining SWISSCOM AG ADS(RP 1/10 REG SH position as of Q1 2014 after selling out during the quarter.
  • FineMark National Bank & Trust sold 19 SWISSCOM AG ADS(RP 1/10 REG SH shares in Q1 2014, an estimated $1K.
  • FineMark National Bank & Trust first reported a position in SWISSCOM AG ADS(RP 1/10 REG SH in Q3 2013 and held it in 2 quarters.
  • FineMark National Bank & Trust's SWISSCOM AG ADS(RP 1/10 REG SH position peaked at $1K in Q4 2013.
  • 11 funds tracked by Wall St. Rank held SWISSCOM AG ADS(RP 1/10 REG SH as of Q1 2014.

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