FNBT
TRUE

FineMark National Bank & Trust’s TrueCar TRUE Stock Holding History

FineMark National Bank & Trust’s Portfolio TRUE Stock Details TRUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-24,000
Closed -$125K – 1480
2015
Q3 		$125K Buy
24,000
+7,000
+41% +$49.7K 0.02% 403
2015
Q2 		$204K Buy
17,000
+10,000
+143% +$144K 0.03% 334
2015
Q1 		$125K Buy
+7,000
New +$130K 0.02% 430

Other funds holding TRUE

USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
OC
Oakmont Corp Los Angeles, California $503M AUM 0.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

FineMark National Bank & Trust sold out of TrueCar (TRUE) in Q4 2015, closing a stake of 24,000 shares — an estimated $125K sold.

FineMark National Bank & Trust first reported a position in TRUE in Q1 2015 and held it in 3 quarters. The position peaked at $204K in Q2 2015. 76 funds tracked by Wall St. Rank hold TRUE as of Q4 2015.

  • FineMark National Bank & Trust reported no remaining TrueCar position as of Q4 2015 after selling out during the quarter.
  • FineMark National Bank & Trust sold 24,000 TrueCar shares in Q4 2015, an estimated $125K.
  • FineMark National Bank & Trust first reported a position in TrueCar in Q1 2015 and held it in 3 quarters.
  • FineMark National Bank & Trust's TrueCar position peaked at $204K in Q2 2015.
  • 76 funds tracked by Wall St. Rank held TrueCar as of Q4 2015.

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