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FineMark National Bank & Trust’s Spire SR Stock Holding History

FineMark National Bank & Trust’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-400
Closed -$18K – 1475
2013
Q4 		$18K Hold
400
– – ﹤0.01% 871
2013
Q3 		$18K Hold
400
– – ﹤0.01% 832
2013
Q2 		$18K Buy
+400
New +$18.2K 0.01% 829

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BFA
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BIT
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Wellington Management Group
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Ameriprise
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State Street
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Northern Trust
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JP Morgan Chase
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EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

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

FineMark National Bank & Trust sold out of Spire (SR) in Q1 2014, closing a stake of 400 shares — an estimated $18K sold.

FineMark National Bank & Trust first reported a position in SR in Q2 2013 and held it in 3 quarters. The position peaked at $18K in Q4 2013. 168 funds tracked by Wall St. Rank hold SR as of Q1 2014.

  • FineMark National Bank & Trust reported no remaining Spire position as of Q1 2014 after selling out during the quarter.
  • FineMark National Bank & Trust sold 400 Spire shares in Q1 2014, an estimated $18K.
  • FineMark National Bank & Trust first reported a position in Spire in Q2 2013 and held it in 3 quarters.
  • FineMark National Bank & Trust's Spire position peaked at $18K in Q4 2013.
  • 168 funds tracked by Wall St. Rank held Spire as of Q1 2014.

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