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Bank OZK’s First Citizens BancShares FCNCA Stock Holding History

Bank OZK’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
2017
Q3 		– Sell
-628
Closed -$234K – 134
2017
Q2 		$234K Hold
628
– – 0.08% 120
2017
Q1 		$211K Sell
628
-70
-10% -$24.8K 0.07% 120
2016
Q4 		$248K Hold
698
– – 0.08% 112
2016
Q3 		$205K Buy
+698
New +$190K 0.07% 122

Other funds holding FCNCA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank OZK's FCNCA Position: Q3 2017 in Review

Bank OZK sold out of First Citizens BancShares (FCNCA) in Q3 2017, closing a stake of 628 shares — an estimated $234K sold.

Bank OZK first reported a position in FCNCA in Q3 2016 and held it in 4 quarters. The position peaked at $248K in Q4 2016. 151 funds tracked by Wall St. Rank hold FCNCA as of Q3 2017.

  • Bank OZK reported no remaining First Citizens BancShares position as of Q3 2017 after selling out during the quarter.
  • Bank OZK sold 628 First Citizens BancShares shares in Q3 2017, an estimated $234K.
  • Bank OZK first reported a position in First Citizens BancShares in Q3 2016 and held it in 4 quarters.
  • Bank OZK's First Citizens BancShares position peaked at $248K in Q4 2016.
  • 151 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2017.

Based on Bank OZK's 13F filing for Q3 2017, filed 1 Nov 2017.