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Bogle Investment Management’s First Citizens BancShares FCNCA Stock Holding History

Bogle 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
2017
Q1 		– Sell
-3,452
Closed -$1.23M – 326
2016
Q4 		$1.23M Buy
+3,452
New +$1.13M 0.08% 233

Other funds holding FCNCA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bogle Investment Management's FCNCA Position: Q1 2017 in Review

Bogle Investment Management sold out of First Citizens BancShares (FCNCA) in Q1 2017, closing a stake of 3,452 shares — an estimated $1.23M sold.

Bogle Investment Management first reported a position in FCNCA in Q4 2016 and held it in 1 quarter. The position peaked at $1.23M in Q4 2016. 145 funds tracked by Wall St. Rank hold FCNCA as of Q1 2017.

  • Bogle Investment Management reported no remaining First Citizens BancShares position as of Q1 2017 after selling out during the quarter.
  • Bogle Investment Management sold 3,452 First Citizens BancShares shares in Q1 2017, an estimated $1.23M.
  • Bogle Investment Management first reported a position in First Citizens BancShares in Q4 2016 and held it in 1 quarter.
  • Bogle Investment Management's First Citizens BancShares position peaked at $1.23M in Q4 2016.
  • 145 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2017.

Based on Bogle Investment Management's 13F filing for Q1 2017, filed 12 May 2017.