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Archford Capital Strategies’s First Citizens BancShares FCNCA Stock Holding History

Archford Capital Strategies’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
-31
Closed -$7.59K – 746
2014
Q2 		$7.59K Hold
31
– – 0.01% 455
2014
Q1 		$7.46K Buy
+31
New +$6.97K 0.01% 475

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Canada Life
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Archford Capital Strategies's FCNCA Position: Q3 2014 in Review

Archford Capital Strategies sold out of First Citizens BancShares (FCNCA) in Q3 2014, closing a stake of 31 shares — an estimated $7.59K sold.

Archford Capital Strategies first reported a position in FCNCA in Q1 2014 and held it in 2 quarters. The position peaked at $7.59K in Q2 2014. 113 funds tracked by Wall St. Rank hold FCNCA as of Q3 2014.

  • Archford Capital Strategies reported no remaining First Citizens BancShares position as of Q3 2014 after selling out during the quarter.
  • Archford Capital Strategies sold 31 First Citizens BancShares shares in Q3 2014, an estimated $7.59K.
  • Archford Capital Strategies first reported a position in First Citizens BancShares in Q1 2014 and held it in 2 quarters.
  • Archford Capital Strategies's First Citizens BancShares position peaked at $7.59K in Q2 2014.
  • 113 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2014.

Based on Archford Capital Strategies's 13F filing for Q3 2014, filed 16 Oct 2014.