FNBT
Y

FineMark National Bank & Trust’s Alleghany Corp Y Stock Holding History

FineMark National Bank & Trust’s Portfolio Y Stock Details Y Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-7
Closed -$3K – 1636
2013
Q2 		$3K Buy
+7
New +$2.71K ﹤0.01% 1214

Other funds holding Y

DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

FineMark National Bank & Trust's Y Position: Q3 2013 in Review

FineMark National Bank & Trust sold out of Alleghany Corp (Y) in Q3 2013, closing a stake of 7 shares — an estimated $3K sold.

FineMark National Bank & Trust first reported a position in Y in Q2 2013 and held it in 1 quarter. The position peaked at $3K in Q2 2013. 272 funds tracked by Wall St. Rank hold Y as of Q3 2013.

  • FineMark National Bank & Trust reported no remaining Alleghany Corp position as of Q3 2013 after selling out during the quarter.
  • FineMark National Bank & Trust sold 7 Alleghany Corp shares in Q3 2013, an estimated $3K.
  • FineMark National Bank & Trust first reported a position in Alleghany Corp in Q2 2013 and held it in 1 quarter.
  • FineMark National Bank & Trust's Alleghany Corp position peaked at $3K in Q2 2013.
  • 272 funds tracked by Wall St. Rank held Alleghany Corp as of Q3 2013.

Based on FineMark National Bank & Trust's 13F filing for Q3 2013, filed 14 Nov 2013.