FineMark National Bank & Trust’s Toyota TM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-584	Closed	-$68K	–	1476
2015 Q3	$68K	Sell	584 -185	-24%	-$23.2K	0.01%	542
2015 Q2	$103K	Buy	769 +200	+35%	+$27.6K	0.01%	485
2015 Q1	$80K	Sell	569 -360	-39%	-$48.1K	0.01%	543
2014 Q4	$117K	Hold	929	–	–	0.02%	458
2014 Q3	$109K	Hold	929	–	–	0.02%	459
2014 Q2	$111K	Hold	929	–	–	0.02%	443
2014 Q1	$105K	Hold	929	–	–	0.02%	444
2013 Q4	$113K	Buy	929 +10	+1%	+$1.26K	0.02%	403
2013 Q3	$118K	Sell	919 -865	-48%	-$110K	0.03%	390
2013 Q2	$215K	Buy	+1,784	New	+$208K	0.06%	264

Other funds holding TM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

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

FineMark National Bank & Trust sold out of Toyota (TM) in Q4 2015, closing a stake of 584 shares — an estimated $68K sold.

FineMark National Bank & Trust first reported a position in TM in Q2 2013 and held it in 10 quarters. The position peaked at $215K in Q2 2013. 374 funds tracked by Wall St. Rank hold TM as of Q4 2015.

FineMark National Bank & Trust reported no remaining Toyota position as of Q4 2015 after selling out during the quarter.
FineMark National Bank & Trust sold 584 Toyota shares in Q4 2015, an estimated $68K.
FineMark National Bank & Trust first reported a position in Toyota in Q2 2013 and held it in 10 quarters.
FineMark National Bank & Trust's Toyota position peaked at $215K in Q2 2013.
374 funds tracked by Wall St. Rank held Toyota as of Q4 2015.

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