BAM
FCNCA icon

Bruderman Asset Management’s First Citizens BancShares FCNCA Stock Holding History

Bruderman Asset 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
2019
Q2 		– Sell
-400
Closed -$163K – 252
2019
Q1 		$163K Hold
400
– – 0.04% 141
2018
Q4 		$151K Buy
+400
New +$168K 0.04% 140

Other funds holding FCNCA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Bruderman Asset Management's FCNCA Position: Q2 2019 in Review

Bruderman Asset Management sold out of First Citizens BancShares (FCNCA) in Q2 2019, closing a stake of 400 shares — an estimated $163K sold.

Bruderman Asset Management first reported a position in FCNCA in Q4 2018 and held it in 2 quarters. The position peaked at $163K in Q1 2019. 168 funds tracked by Wall St. Rank hold FCNCA as of Q2 2019.

  • Bruderman Asset Management reported no remaining First Citizens BancShares position as of Q2 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 400 First Citizens BancShares shares in Q2 2019, an estimated $163K.
  • Bruderman Asset Management first reported a position in First Citizens BancShares in Q4 2018 and held it in 2 quarters.
  • Bruderman Asset Management's First Citizens BancShares position peaked at $163K in Q1 2019.
  • 168 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.