FineMark National Bank & Trust’s SFL Corp SFL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-400	Closed	-$6K	–	894
2016 Q4	$6K	Sell	400 -2,000	-83%	-$28K	﹤0.01%	1040
2016 Q3	$35K	Hold	2,400	–	–	﹤0.01%	693
2016 Q2	$35K	Buy	2,400 +2,000	+500%	+$29.8K	﹤0.01%	698
2016 Q1	$6K	Sell	400 -300	-43%	-$4.03K	﹤0.01%	1013
2015 Q4	$12K	Sell	700 -2,000	-74%	-$33.5K	﹤0.01%	906
2015 Q3	$44K	Buy	2,700 +2,000	+286%	+$32.6K	0.01%	655
2015 Q2	$11K	Hold	700	–	–	﹤0.01%	987
2015 Q1	$10K	Hold	700	–	–	﹤0.01%	1004
2014 Q4	$10K	Hold	700	–	–	﹤0.01%	1039
2014 Q3	$12K	Hold	700	–	–	﹤0.01%	982
2014 Q2	$13K	Hold	700	–	–	﹤0.01%	986
2014 Q1	$13K	Hold	700	–	–	﹤0.01%	997
2013 Q4	$11K	Hold	700	–	–	﹤0.01%	1005
2013 Q3	$11K	Hold	700	–	–	﹤0.01%	957
2013 Q2	$10K	Buy	+700	New	+$11.7K	﹤0.01%	966

Other funds holding SFL

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

DAM

Doheny Asset Management Los Angeles, California $153M AUM 42.04% 1-Year Est. Return

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

FineMark National Bank & Trust sold out of SFL Corp (SFL) in Q1 2017, closing a stake of 400 shares — an estimated $6K sold.

FineMark National Bank & Trust first reported a position in SFL in Q2 2013 and held it in 15 quarters. The position peaked at $44K in Q3 2015. 158 funds tracked by Wall St. Rank hold SFL as of Q1 2017.

FineMark National Bank & Trust reported no remaining SFL Corp position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 400 SFL Corp shares in Q1 2017, an estimated $6K.
FineMark National Bank & Trust first reported a position in SFL Corp in Q2 2013 and held it in 15 quarters.
FineMark National Bank & Trust's SFL Corp position peaked at $44K in Q3 2015.
158 funds tracked by Wall St. Rank held SFL Corp as of Q1 2017.

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