FineMark National Bank & Trust’s Urstadt Biddle Properties Inc. UBP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-4,000	Closed	-$76K	–	1061
2016 Q4	$76K	Hold	4,000	–	–	0.01%	539
2016 Q3	$72K	Hold	4,000	–	–	0.01%	533
2016 Q2	$88K	Hold	4,000	–	–	0.01%	469
2016 Q1	$72K	Hold	4,000	–	–	0.01%	495
2015 Q4	$71K	Hold	4,000	–	–	0.01%	510
2015 Q3	$71K	Hold	4,000	–	–	0.01%	534
2015 Q2	$68K	Hold	4,000	–	–	0.01%	572
2015 Q1	$75K	Hold	4,000	–	–	0.01%	564
2014 Q4	$73K	Hold	4,000	–	–	0.01%	574
2014 Q3	$69K	Hold	4,000	–	–	0.01%	556
2014 Q2	$71K	Hold	4,000	–	–	0.01%	544
2014 Q1	$71K	Hold	4,000	–	–	0.01%	523
2013 Q4	$63K	Hold	4,000	–	–	0.01%	531
2013 Q3	$69K	Hold	4,000	–	–	0.02%	502
2013 Q2	$73K	Buy	+4,000	New	+$76K	0.02%	466

Other funds holding UBP

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

PHAM

Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SAM

Solaris Asset Management New York $12.8M AUM 28.06% 1-Year Est. Return

BEAM

Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

DWA

Douglass Winthrop Advisors New York $5.46B AUM 11.49% 1-Year Est. Return

FPF

FNY Partners Fund New York $185M AUM 32.59% 1-Year Est. Return

FineMark National Bank & Trust's UBP Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Urstadt Biddle Properties Inc. (UBP) in Q1 2017, closing a stake of 4,000 shares — an estimated $76K sold.

FineMark National Bank & Trust first reported a position in UBP in Q2 2013 and held it in 15 quarters. The position peaked at $88K in Q2 2016. 24 funds tracked by Wall St. Rank hold UBP as of Q1 2017.

FineMark National Bank & Trust reported no remaining Urstadt Biddle Properties Inc. position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 4,000 Urstadt Biddle Properties Inc. shares in Q1 2017, an estimated $76K.
FineMark National Bank & Trust first reported a position in Urstadt Biddle Properties Inc. in Q2 2013 and held it in 15 quarters.
FineMark National Bank & Trust's Urstadt Biddle Properties Inc. position peaked at $88K in Q2 2016.
24 funds tracked by Wall St. Rank held Urstadt Biddle Properties Inc. as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.