FineMark National Bank & Trust’s US Steel X Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-30,000	Closed	-$566K	–	1373
2016 Q3	$566K	Buy	+30,000	New	+$619K	0.06%	194
2015 Q1	–	Sell	-396	Closed	-$11K	–	1465
2014 Q4	$11K	Hold	396	–	–	﹤0.01%	1015
2014 Q3	$16K	Hold	396	–	–	﹤0.01%	933
2014 Q2	$10K	Hold	396	–	–	﹤0.01%	1042
2014 Q1	$11K	Hold	396	–	–	﹤0.01%	1030
2013 Q4	$12K	Buy	+396	New	+$10.2K	﹤0.01%	980

Other funds holding X

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

ABC

Anchor Bolt Capital Chicago, Illinois $18M AUM 26.14% 1-Year Est. Return

FineMark National Bank & Trust's X Position: Q4 2016 in Review

FineMark National Bank & Trust sold out of US Steel (X) in Q4 2016, closing a stake of 30,000 shares — an estimated $566K sold.

FineMark National Bank & Trust first reported a position in X in Q4 2013 and held it in 6 quarters. The position peaked at $566K in Q3 2016. 335 funds tracked by Wall St. Rank hold X as of Q4 2016.

FineMark National Bank & Trust reported no remaining US Steel position as of Q4 2016 after selling out during the quarter.
FineMark National Bank & Trust sold 30,000 US Steel shares in Q4 2016, an estimated $566K.
FineMark National Bank & Trust first reported a position in US Steel in Q4 2013 and held it in 6 quarters.
FineMark National Bank & Trust's US Steel position peaked at $566K in Q3 2016.
335 funds tracked by Wall St. Rank held US Steel as of Q4 2016.

Based on FineMark National Bank & Trust's 13F filing for Q4 2016, filed 13 Feb 2017.