FNBT
UPM

FineMark National Bank & Trust’s UPM-KYMMRME ADR (REPR ORD SHS) UPM Stock Holding History

FineMark National Bank & Trust’s Portfolio UPM Stock Details UPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-71
Closed -$1K – 1531
2013
Q4 		$1K Hold
71
– – ﹤0.01% 1476
2013
Q3 		$1K Buy
+71
New +$1K ﹤0.01% 1425

Other funds holding UPM

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
BA
Boston Advisors Boston, Massachusetts $1.91B AUM 6.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FineMark National Bank & Trust's UPM Position: Q1 2014 in Review

FineMark National Bank & Trust sold out of UPM-KYMMRME ADR (REPR ORD SHS) (UPM) in Q1 2014, closing a stake of 71 shares — an estimated $1K sold.

FineMark National Bank & Trust first reported a position in UPM in Q3 2013 and held it in 2 quarters. The position peaked at $1K in Q4 2013. 6 funds tracked by Wall St. Rank hold UPM as of Q1 2014.

  • FineMark National Bank & Trust reported no remaining UPM-KYMMRME ADR (REPR ORD SHS) position as of Q1 2014 after selling out during the quarter.
  • FineMark National Bank & Trust sold 71 UPM-KYMMRME ADR (REPR ORD SHS) shares in Q1 2014, an estimated $1K.
  • FineMark National Bank & Trust first reported a position in UPM-KYMMRME ADR (REPR ORD SHS) in Q3 2013 and held it in 2 quarters.
  • FineMark National Bank & Trust's UPM-KYMMRME ADR (REPR ORD SHS) position peaked at $1K in Q4 2013.
  • 6 funds tracked by Wall St. Rank held UPM-KYMMRME ADR (REPR ORD SHS) as of Q1 2014.

Based on FineMark National Bank & Trust's 13F filing for Q1 2014, filed 13 May 2014.