$240 Million is the total value of FineMark National Bank & Trust's 2223 reported holdings in Q1 2012. The portfolio turnover from Q4 2011 to Q1 2012 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2012 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2012-05-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
UNITED PARCEL SERVICE INC | 45 | Q2 2024 | 22.5% |
SPDR S&P 500 ETF TR | 45 | Q2 2024 | 5.9% |
APPLE INC | 45 | Q2 2024 | 4.7% |
S & P MID CAP 400 DEP RCPTS MID CAP | 45 | Q2 2024 | 3.8% |
ISHARES TR | 45 | Q2 2024 | 3.9% |
MICROSOFT CORP | 45 | Q2 2024 | 3.2% |
ISHARES TR | 45 | Q2 2024 | 4.5% |
EXXON MOBIL CORP | 45 | Q2 2024 | 4.2% |
HOME DEPOT INC | 45 | Q2 2024 | 1.7% |
ISHARES TR | 45 | Q2 2024 | 1.8% |
View FineMark National Bank & Trust's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-19 |
13F-HR | 2024-08-02 |
13F-HR | 2024-05-14 |
13F-HR | 2024-02-09 |
13F-HR/A | 2023-11-15 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-08 |
13F-HR | 2023-02-09 |
13F-HR | 2022-11-14 |
View FineMark National Bank & Trust's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.