FineMark National Bank & Trust’s Stonegate Bank SGBK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-5,464	Closed	-$252K	–	385
2017 Q2	$252K	Hold	5,464	–	–	0.02%	309
2017 Q1	$257K	Buy	5,464 +9	+0.2%	+$408	0.02%	312
2016 Q4	$228K	Hold	5,455	–	–	0.02%	317
2016 Q3	$184K	Hold	5,455	–	–	0.02%	342
2016 Q2	$176K	Hold	5,455	–	–	0.02%	324
2016 Q1	$163K	Buy	5,455 +1,772	+48%	+$53K	0.02%	335
2015 Q4	$121K	Hold	3,683	–	–	0.01%	414
2015 Q3	$117K	Hold	3,683	–	–	0.02%	424
2015 Q2	$109K	Buy	3,683 +20	+0.5%	+$593	0.01%	470
2015 Q1	$111K	Hold	3,663	–	–	0.02%	466
2014 Q4	$108K	Hold	3,663	–	–	0.02%	471
2014 Q3	$94K	Hold	3,663	–	–	0.02%	490
2014 Q2	$92K	Buy	+3,663	New	+$95.3K	0.02%	491

Other funds holding SGBK

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

FineMark National Bank & Trust's SGBK Position: Q3 2017 in Review

FineMark National Bank & Trust sold out of Stonegate Bank (SGBK) in Q3 2017, closing a stake of 5,464 shares — an estimated $252K sold.

FineMark National Bank & Trust first reported a position in SGBK in Q2 2014 and held it in 13 quarters. The position peaked at $257K in Q1 2017. 1 fund tracked by Wall St. Rank holds SGBK as of Q3 2017.

FineMark National Bank & Trust reported no remaining Stonegate Bank position as of Q3 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 5,464 Stonegate Bank shares in Q3 2017, an estimated $252K.
FineMark National Bank & Trust first reported a position in Stonegate Bank in Q2 2014 and held it in 13 quarters.
FineMark National Bank & Trust's Stonegate Bank position peaked at $257K in Q1 2017.
1 fund tracked by Wall St. Rank held Stonegate Bank as of Q3 2017.

Based on FineMark National Bank & Trust's 13F filing for Q3 2017, filed 30 Oct 2017.