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Bowling Portfolio Management’s First Citizens BancShares FCNCA Stock Holding History

Bowling Portfolio 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
2018
Q3 		– Sell
-4,278
Closed -$1.73M – 342
2018
Q2 		$1.73M Buy
+4,278
New +$1.84M 0.24% 165

Other funds holding FCNCA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bowling Portfolio Management's FCNCA Position: Q3 2018 in Review

Bowling Portfolio Management sold out of First Citizens BancShares (FCNCA) in Q3 2018, closing a stake of 4,278 shares — an estimated $1.73M sold.

Bowling Portfolio Management first reported a position in FCNCA in Q2 2018 and held it in 1 quarter. The position peaked at $1.73M in Q2 2018. 181 funds tracked by Wall St. Rank hold FCNCA as of Q3 2018.

  • Bowling Portfolio Management reported no remaining First Citizens BancShares position as of Q3 2018 after selling out during the quarter.
  • Bowling Portfolio Management sold 4,278 First Citizens BancShares shares in Q3 2018, an estimated $1.73M.
  • Bowling Portfolio Management first reported a position in First Citizens BancShares in Q2 2018 and held it in 1 quarter.
  • Bowling Portfolio Management's First Citizens BancShares position peaked at $1.73M in Q2 2018.
  • 181 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2018.

Based on Bowling Portfolio Management's 13F filing for Q3 2018, filed 18 Oct 2018.