FNBT
XYZ

FineMark National Bank & Trust’s Block Inc XYZ Stock Holding History

FineMark National Bank & Trust’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-4,136
Closed -$255K – 419
2018
Q2 		$255K Buy
+4,136
New +$227K 0.02% 338

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

FineMark National Bank & Trust's XYZ Position: Q3 2018 in Review

FineMark National Bank & Trust sold out of Block Inc (XYZ) in Q3 2018, closing a stake of 4,136 shares — an estimated $255K sold.

FineMark National Bank & Trust first reported a position in XYZ in Q2 2018 and held it in 1 quarter. The position peaked at $255K in Q2 2018. 599 funds tracked by Wall St. Rank hold XYZ as of Q3 2018.

  • FineMark National Bank & Trust reported no remaining Block Inc position as of Q3 2018 after selling out during the quarter.
  • FineMark National Bank & Trust sold 4,136 Block Inc shares in Q3 2018, an estimated $255K.
  • FineMark National Bank & Trust first reported a position in Block Inc in Q2 2018 and held it in 1 quarter.
  • FineMark National Bank & Trust's Block Inc position peaked at $255K in Q2 2018.
  • 599 funds tracked by Wall St. Rank held Block Inc as of Q3 2018.

Based on FineMark National Bank & Trust's 13F filing for Q3 2018, filed 2 Nov 2018.