FineMark National Bank & Trust’s Validus Hold Ltd VR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-173	Closed	-$10K	–	1190
2016 Q4	$10K	Hold	173	–	–	﹤0.01%	962
2016 Q3	$9K	Hold	173	–	–	﹤0.01%	973
2016 Q2	$8K	Hold	173	–	–	﹤0.01%	1003
2016 Q1	$8K	Sell	173 -47	-21%	-$2.11K	﹤0.01%	959
2015 Q4	$10K	Hold	220	–	–	﹤0.01%	950
2015 Q3	$10K	Sell	220 -21	-9%	-$949	﹤0.01%	981
2015 Q2	$11K	Sell	241 -4	-2%	-$172	﹤0.01%	994
2015 Q1	$10K	Hold	245	–	–	﹤0.01%	1015
2014 Q4	$10K	Sell	245 -85	-26%	-$3.43K	﹤0.01%	1046
2014 Q3	$13K	Sell	330 -384	-54%	-$14.7K	﹤0.01%	971
2014 Q2	$27K	Buy	714 +14	+2%	+$521	﹤0.01%	824
2014 Q1	$26K	Buy	700 +174	+33%	+$6.45K	﹤0.01%	817
2013 Q4	$21K	Buy	526 +28	+6%	+$1.09K	﹤0.01%	829
2013 Q3	$18K	Hold	498	–	–	﹤0.01%	834
2013 Q2	$18K	Buy	+498	New	+$18.4K	0.01%	834

Other funds holding VR

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

FineMark National Bank & Trust sold out of Validus Hold Ltd (VR) in Q1 2017, closing a stake of 173 shares — an estimated $10K sold.

FineMark National Bank & Trust first reported a position in VR in Q2 2013 and held it in 15 quarters. The position peaked at $27K in Q2 2014. 249 funds tracked by Wall St. Rank hold VR as of Q1 2017.

FineMark National Bank & Trust reported no remaining Validus Hold Ltd position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 173 Validus Hold Ltd shares in Q1 2017, an estimated $10K.
FineMark National Bank & Trust first reported a position in Validus Hold Ltd in Q2 2013 and held it in 15 quarters.
FineMark National Bank & Trust's Validus Hold Ltd position peaked at $27K in Q2 2014.
249 funds tracked by Wall St. Rank held Validus Hold Ltd as of Q1 2017.

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