FNBT
SREV

FineMark National Bank & Trust’s ServiceSource International, Inc. SREV Stock Holding History

FineMark National Bank & Trust’s Portfolio SREV Stock Details SREV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-248
Closed -$1K – 1513
2015
Q3 		$1K Buy
+248
New +$1.25K ﹤0.01% 1458

Other funds holding SREV

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ACM
Altai Capital Management West Hollywood, California $35M AUM 28.16% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
HCS
Harvest Capital Strategies San Francisco, California $73.7M AUM 7.47% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

FineMark National Bank & Trust's SREV Position: Q4 2015 in Review

FineMark National Bank & Trust sold out of ServiceSource International, Inc. (SREV) in Q4 2015, closing a stake of 248 shares — an estimated $1K sold.

FineMark National Bank & Trust first reported a position in SREV in Q3 2015 and held it in 1 quarter. The position peaked at $1K in Q3 2015. 86 funds tracked by Wall St. Rank hold SREV as of Q4 2015.

  • FineMark National Bank & Trust reported no remaining ServiceSource International, Inc. position as of Q4 2015 after selling out during the quarter.
  • FineMark National Bank & Trust sold 248 ServiceSource International, Inc. shares in Q4 2015, an estimated $1K.
  • FineMark National Bank & Trust first reported a position in ServiceSource International, Inc. in Q3 2015 and held it in 1 quarter.
  • FineMark National Bank & Trust's ServiceSource International, Inc. position peaked at $1K in Q3 2015.
  • 86 funds tracked by Wall St. Rank held ServiceSource International, Inc. as of Q4 2015.

Based on FineMark National Bank & Trust's 13F filing for Q4 2015, filed 9 Feb 2016.