FNBT
VOLV

FineMark National Bank & Trust’s VOLVO A B ADR-B VOLV Stock Holding History

FineMark National Bank & Trust’s Portfolio VOLV Stock Details VOLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-61
Closed -$1K – 1530
2013
Q4 		$1K Hold
61
– – ﹤0.01% 1475
2013
Q3 		$1K Buy
+61
New +$1K ﹤0.01% 1424

Other funds holding VOLV

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
RHBC
R.H. Bluestein & Co Birmingham, Michigan $1.61B AUM 7.59% 1-Year Est. Return
SAS
Spectrum Advisory Services Atlanta, Georgia $255M AUM 4.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ANI
American National Insurance Galveston, Texas $370M AUM 20.46% 1-Year Est. Return
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return
WAS
Winch Advisory Services Appleton, Wisconsin $481M AUM 22.61% 1-Year Est. Return
RFA
Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return

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

FineMark National Bank & Trust sold out of VOLVO A B ADR-B (VOLV) in Q1 2014, closing a stake of 61 shares — an estimated $1K sold.

FineMark National Bank & Trust first reported a position in VOLV in Q3 2013 and held it in 2 quarters. The position peaked at $1K in Q4 2013. 11 funds tracked by Wall St. Rank hold VOLV as of Q1 2014.

  • FineMark National Bank & Trust reported no remaining VOLVO A B ADR-B position as of Q1 2014 after selling out during the quarter.
  • FineMark National Bank & Trust sold 61 VOLVO A B ADR-B shares in Q1 2014, an estimated $1K.
  • FineMark National Bank & Trust first reported a position in VOLVO A B ADR-B in Q3 2013 and held it in 2 quarters.
  • FineMark National Bank & Trust's VOLVO A B ADR-B position peaked at $1K in Q4 2013.
  • 11 funds tracked by Wall St. Rank held VOLVO A B ADR-B as of Q1 2014.

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