FNBT
WFC.WS

FineMark National Bank & Trust’s Wells Fargo & Company Ws WFC.WS Stock Holding History

FineMark National Bank & Trust’s Portfolio WFC.WS Stock Details WFC.WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-300
Closed -$6K – 1182
2016
Q4 		$6K Hold
300
– – ﹤0.01% 1049
2016
Q3 		$4K Hold
300
– – ﹤0.01% 1103
2016
Q2 		$4K Hold
300
– – ﹤0.01% 1127
2016
Q1 		$5K Buy
+300
New +$4.83K ﹤0.01% 1047

Other funds holding WFC.WS

CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return
CAM
Chou Associates Management Toronto, Ontario, Canada $210M AUM 15.42% 1-Year Est. Return
PCM
Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
WIM
Wittenberg Investment Management Carlisle, Massachusetts $269M AUM 28.17% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
EA
Echinus Advisors New York $881M AUM 6.76% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

FineMark National Bank & Trust's WFC.WS Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Wells Fargo & Company Ws (WFC.WS) in Q1 2017, closing a stake of 300 shares — an estimated $6K sold.

FineMark National Bank & Trust first reported a position in WFC.WS in Q1 2016 and held it in 4 quarters. The position peaked at $6K in Q4 2016. 43 funds tracked by Wall St. Rank hold WFC.WS as of Q1 2017.

  • FineMark National Bank & Trust reported no remaining Wells Fargo & Company Ws position as of Q1 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 300 Wells Fargo & Company Ws shares in Q1 2017, an estimated $6K.
  • FineMark National Bank & Trust first reported a position in Wells Fargo & Company Ws in Q1 2016 and held it in 4 quarters.
  • FineMark National Bank & Trust's Wells Fargo & Company Ws position peaked at $6K in Q4 2016.
  • 43 funds tracked by Wall St. Rank held Wells Fargo & Company Ws as of Q1 2017.

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