FineMark National Bank & Trust’s Stellantis STLA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-15,933	Closed	-$301K	–	398
2018 Q2	$301K	Buy	15,933 +2,494	+19%	+$54.6K	0.02%	317
2018 Q1	$276K	Sell	13,439 -1,015	-7%	-$22.2K	0.02%	317
2017 Q4	$258K	Buy	14,454 +3,935	+37%	+$69.2K	0.02%	319
2017 Q3	$188K	Buy	+10,519	New	+$146K	0.01%	356
2017 Q1	–	Sell	-200	Closed	-$2K	–	919
2016 Q4	$2K	Hold	200	–	–	﹤0.01%	1182
2016 Q3	$1K	Hold	200	–	–	﹤0.01%	1269
2016 Q2	$1K	Sell	200 -1	-0.5%	-$7	﹤0.01%	1328
2016 Q1	$2K	Sell	201 -104	-34%	-$751	﹤0.01%	1166
2015 Q4	$3K	Sell	305 -12	-4%	-$113	﹤0.01%	1122
2015 Q3	$3K	Sell	317 -2,313	-88%	-$22.1K	﹤0.01%	1190
2015 Q2	$25K	Sell	2,630 -180	-6%	-$1.84K	﹤0.01%	835
2015 Q1	$29K	Sell	2,810 -767	-21%	-$7.17K	﹤0.01%	797
2014 Q4	$27K	Buy	+3,577	New	+$26.5K	﹤0.01%	840

Other funds holding STLA

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

FineMark National Bank & Trust's STLA Position: Q3 2018 in Review

FineMark National Bank & Trust sold out of Stellantis (STLA) in Q3 2018, closing a stake of 15,933 shares — an estimated $301K sold.

FineMark National Bank & Trust first reported a position in STLA in Q4 2014 and held it in 13 quarters. The position peaked at $301K in Q2 2018. 277 funds tracked by Wall St. Rank hold STLA as of Q3 2018.

FineMark National Bank & Trust reported no remaining Stellantis position as of Q3 2018 after selling out during the quarter.
FineMark National Bank & Trust sold 15,933 Stellantis shares in Q3 2018, an estimated $301K.
FineMark National Bank & Trust first reported a position in Stellantis in Q4 2014 and held it in 13 quarters.
FineMark National Bank & Trust's Stellantis position peaked at $301K in Q2 2018.
277 funds tracked by Wall St. Rank held Stellantis as of Q3 2018.

Based on FineMark National Bank & Trust's 13F filing for Q3 2018, filed 2 Nov 2018.