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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Dimensional Fund Advisors

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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