FineMark National Bank & Trust’s Westpac Banking Corporation WBK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-80	Closed	-$2K	–	1571
2015 Q3	$2K	Hold	80	–	–	﹤0.01%	1335
2015 Q2	$2K	Hold	80	–	–	﹤0.01%	1306
2015 Q1	$2K	Hold	80	–	–	﹤0.01%	1297
2014 Q4	$2K	Hold	80	–	–	﹤0.01%	1312
2014 Q3	$2K	Hold	80	–	–	﹤0.01%	1296
2014 Q2	$3K	Hold	80	–	–	﹤0.01%	1268
2014 Q1	$3K	Sell	80 -500	-86%	-$14.7K	﹤0.01%	1264
2013 Q4	$17K	Hold	580	–	–	﹤0.01%	897
2013 Q3	$17K	Sell	580 -500	-46%	-$14.3K	﹤0.01%	864
2013 Q2	$29K	Buy	+1,080	New	+$32.9K	0.01%	682

Other funds holding WBK

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

FineMark National Bank & Trust sold out of Westpac Banking Corporation (WBK) in Q4 2015, closing a stake of 80 shares — an estimated $2K sold.

FineMark National Bank & Trust first reported a position in WBK in Q2 2013 and held it in 10 quarters. The position peaked at $29K in Q2 2013. 149 funds tracked by Wall St. Rank hold WBK as of Q4 2015.

FineMark National Bank & Trust reported no remaining Westpac Banking Corporation position as of Q4 2015 after selling out during the quarter.
FineMark National Bank & Trust sold 80 Westpac Banking Corporation shares in Q4 2015, an estimated $2K.
FineMark National Bank & Trust first reported a position in Westpac Banking Corporation in Q2 2013 and held it in 10 quarters.
FineMark National Bank & Trust's Westpac Banking Corporation position peaked at $29K in Q2 2013.
149 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2015.

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