Analytic Investors’s First Citizens BancShares FCNCA Stock Holding History

Analytic Investors’s Portfolio FCNCA Stock Details FCNCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-17,052	Closed	-$4.18M	–	618
2014 Q2	$4.18M	Sell	17,052 -32	-0.2%	-$7.47K	0.07%	186
2014 Q1	$4.11M	Hold	17,084	–	–	0.06%	207
2013 Q4	$3.8M	Hold	17,084	–	–	0.06%	195
2013 Q3	$3.51M	Buy	17,084 +1,802	+12%	+$371K	0.06%	198
2013 Q2	$2.94M	Buy	+15,282	New	+$2.93M	0.05%	237

Other funds holding FCNCA

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Analytic Investors's FCNCA Position: Q3 2014 in Review

Analytic Investors sold out of First Citizens BancShares (FCNCA) in Q3 2014, closing a stake of 17,052 shares — an estimated $4.18M sold.

Analytic Investors first reported a position in FCNCA in Q2 2013 and held it in 5 quarters. The position peaked at $4.18M in Q2 2014. 113 funds tracked by Wall St. Rank hold FCNCA as of Q3 2014.

Analytic Investors reported no remaining First Citizens BancShares position as of Q3 2014 after selling out during the quarter.
Analytic Investors sold 17,052 First Citizens BancShares shares in Q3 2014, an estimated $4.18M.
Analytic Investors first reported a position in First Citizens BancShares in Q2 2013 and held it in 5 quarters.
Analytic Investors's First Citizens BancShares position peaked at $4.18M in Q2 2014.
113 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2014.

Based on Analytic Investors's 13F filing for Q3 2014, filed 7 Nov 2014.