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Boston Advisors’s First Citizens BancShares FCNCA Stock Holding History

Boston Advisors’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
2018
Q2 		– Sell
-15,765
Closed -$6.51M – 652
2018
Q1 		$6.51M Buy
15,765
+25
+0.2% +$10.8K 0.17% 130
2017
Q4 		$6.34M Buy
15,740
+1,099
+8% +$441K 0.14% 170
2017
Q3 		$5.47M Sell
14,641
-740
-5% -$265K 0.12% 199
2017
Q2 		$5.73M Sell
15,381
-878
-5% -$303K 0.13% 195
2017
Q1 		$5.45M Buy
16,259
+523
+3% +$186K 0.13% 201
2016
Q4 		$5.59M Buy
15,736
+8,910
+131% +$2.91M 0.13% 204
2016
Q3 		$2.01M Buy
+6,826
New +$1.86M 0.05% 281

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Advisors's FCNCA Position: Q2 2018 in Review

Boston Advisors sold out of First Citizens BancShares (FCNCA) in Q2 2018, closing a stake of 15,765 shares — an estimated $6.51M sold.

Boston Advisors first reported a position in FCNCA in Q3 2016 and held it in 7 quarters. The position peaked at $6.51M in Q1 2018. 194 funds tracked by Wall St. Rank hold FCNCA as of Q2 2018.

  • Boston Advisors reported no remaining First Citizens BancShares position as of Q2 2018 after selling out during the quarter.
  • Boston Advisors sold 15,765 First Citizens BancShares shares in Q2 2018, an estimated $6.51M.
  • Boston Advisors first reported a position in First Citizens BancShares in Q3 2016 and held it in 7 quarters.
  • Boston Advisors's First Citizens BancShares position peaked at $6.51M in Q1 2018.
  • 194 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2018.

Based on Boston Advisors's 13F filing for Q2 2018, filed 18 Jul 2018.