BFIM
FCB

Beese Fulmer Investment Management’s FCB Financial Holdings, Inc. FCB Stock Holding History

Beese Fulmer Investment Management’s Portfolio FCB Stock Details FCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-4,025
Closed -$237K – 199
2018
Q2 		$237K Hold
4,025
– – 0.05% 160
2018
Q1 		$206K Sell
4,025
-2,841
-41% -$155K 0.05% 172
2017
Q4 		$349K Hold
6,866
– – 0.07% 129
2017
Q3 		$332K Buy
+6,866
New +$313K 0.08% 131

Other funds holding FCB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Beese Fulmer Investment Management's FCB Position: Q3 2018 in Review

Beese Fulmer Investment Management sold out of FCB Financial Holdings, Inc. (FCB) in Q3 2018, closing a stake of 4,025 shares — an estimated $237K sold.

Beese Fulmer Investment Management first reported a position in FCB in Q3 2017 and held it in 4 quarters. The position peaked at $349K in Q4 2017. 189 funds tracked by Wall St. Rank hold FCB as of Q3 2018.

  • Beese Fulmer Investment Management reported no remaining FCB Financial Holdings, Inc. position as of Q3 2018 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 4,025 FCB Financial Holdings, Inc. shares in Q3 2018, an estimated $237K.
  • Beese Fulmer Investment Management first reported a position in FCB Financial Holdings, Inc. in Q3 2017 and held it in 4 quarters.
  • Beese Fulmer Investment Management's FCB Financial Holdings, Inc. position peaked at $349K in Q4 2017.
  • 189 funds tracked by Wall St. Rank held FCB Financial Holdings, Inc. as of Q3 2018.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2018, filed 9 Oct 2018.