AIM
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Assured Investment Management’s First Citizens BancShares FCNCA Stock Holding History

Assured Investment Management’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
2019
Q1 		– Sell
-893
Closed -$337K – 1203
2018
Q4 		$337K Sell
893
-452
-34% -$190K 0.01% 772
2018
Q3 		$608K Sell
1,345
-50
-4% -$22K 0.01% 704
2018
Q2 		$563K Sell
1,395
-59
-4% -$25.4K 0.01% 781
2018
Q1 		$601K Buy
+1,454
New +$626K 0.01% 709

Other funds holding FCNCA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Assured Investment Management's FCNCA Position: Q1 2019 in Review

Assured Investment Management sold out of First Citizens BancShares (FCNCA) in Q1 2019, closing a stake of 893 shares — an estimated $337K sold.

Assured Investment Management first reported a position in FCNCA in Q1 2018 and held it in 4 quarters. The position peaked at $608K in Q3 2018. 177 funds tracked by Wall St. Rank hold FCNCA as of Q1 2019.

  • Assured Investment Management reported no remaining First Citizens BancShares position as of Q1 2019 after selling out during the quarter.
  • Assured Investment Management sold 893 First Citizens BancShares shares in Q1 2019, an estimated $337K.
  • Assured Investment Management first reported a position in First Citizens BancShares in Q1 2018 and held it in 4 quarters.
  • Assured Investment Management's First Citizens BancShares position peaked at $608K in Q3 2018.
  • 177 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2019.

Based on Assured Investment Management's 13F filing for Q1 2019, filed 16 May 2019.