FNBT
SEV

FineMark National Bank & Trust’s Sevcon, Inc. SEV Stock Holding History

FineMark National Bank & Trust’s Portfolio SEV Stock Details SEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-57
Closed -$1K – 1394
2016
Q3 		$1K Buy
+57
New +$539 ﹤0.01% 1293

Other funds holding SEV

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

FineMark National Bank & Trust's SEV Position: Q4 2016 in Review

FineMark National Bank & Trust sold out of Sevcon, Inc. (SEV) in Q4 2016, closing a stake of 57 shares — an estimated $1K sold.

FineMark National Bank & Trust first reported a position in SEV in Q3 2016 and held it in 1 quarter. The position peaked at $1K in Q3 2016. 14 funds tracked by Wall St. Rank hold SEV as of Q4 2016.

  • FineMark National Bank & Trust reported no remaining Sevcon, Inc. position as of Q4 2016 after selling out during the quarter.
  • FineMark National Bank & Trust sold 57 Sevcon, Inc. shares in Q4 2016, an estimated $1K.
  • FineMark National Bank & Trust first reported a position in Sevcon, Inc. in Q3 2016 and held it in 1 quarter.
  • FineMark National Bank & Trust's Sevcon, Inc. position peaked at $1K in Q3 2016.
  • 14 funds tracked by Wall St. Rank held Sevcon, Inc. as of Q4 2016.

Based on FineMark National Bank & Trust's 13F filing for Q4 2016, filed 13 Feb 2017.