FNBT
SNDA icon

FineMark National Bank & Trust’s Sonida Senior Living SNDA Stock Holding History

FineMark National Bank & Trust’s Portfolio SNDA Stock Details SNDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-33
Closed -$8K – 906
2016
Q4 		$8K Hold
33
– – ﹤0.01% 1006
2016
Q3 		$8K Buy
33
+11
+50% +$2.91K ﹤0.01% 992
2016
Q2 		$6K Hold
22
– – ﹤0.01% 1049
2016
Q1 		$6K Buy
22
+5
+29% +$1.3K ﹤0.01% 1014
2015
Q4 		$5K Buy
17
+3
+21% +$998 ﹤0.01% 1053
2015
Q3 		$4K Buy
14
+4
+40% +$1.32K ﹤0.01% 1134
2015
Q2 		$4K Buy
+10
New +$3.87K ﹤0.01% 1157

Other funds holding SNDA

APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LA
Lucus Advisors New York $57.7M AUM 0.6% 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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
MLIM
Mountain Lake Investment Management Boca Raton, Florida $155M AUM 38.76% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
SAM
Sentinel Asset Management Montpelier, Vermont $868K AUM 45.44% 1-Year Est. Return

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

FineMark National Bank & Trust sold out of Sonida Senior Living (SNDA) in Q1 2017, closing a stake of 33 shares — an estimated $8K sold.

FineMark National Bank & Trust first reported a position in SNDA in Q2 2015 and held it in 7 quarters. The position peaked at $8K in Q4 2016. 100 funds tracked by Wall St. Rank hold SNDA as of Q1 2017.

  • FineMark National Bank & Trust reported no remaining Sonida Senior Living position as of Q1 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 33 Sonida Senior Living shares in Q1 2017, an estimated $8K.
  • FineMark National Bank & Trust first reported a position in Sonida Senior Living in Q2 2015 and held it in 7 quarters.
  • FineMark National Bank & Trust's Sonida Senior Living position peaked at $8K in Q4 2016.
  • 100 funds tracked by Wall St. Rank held Sonida Senior Living as of Q1 2017.

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