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

Calvert 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
-573
Closed -$203K – 207
2016
Q4 		$203K Buy
+573
New +$187K 0.01% 782
2016
Q3 		– Sell
-13,929
Closed -$3.61M – 793
2016
Q2 		$3.61M Buy
+13,929
New +$3.5M 0.14% 166

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Calvert Investment Management sold out of First Citizens BancShares (FCNCA) in Q1 2017, closing a stake of 573 shares — an estimated $203K sold.

Calvert Investment Management first reported a position in FCNCA in Q2 2016 and held it in 2 quarters. The position peaked at $3.61M in Q2 2016. 145 funds tracked by Wall St. Rank hold FCNCA as of Q1 2017.

  • Calvert Investment Management reported no remaining First Citizens BancShares position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 573 First Citizens BancShares shares in Q1 2017, an estimated $203K.
  • Calvert Investment Management first reported a position in First Citizens BancShares in Q2 2016 and held it in 2 quarters.
  • Calvert Investment Management's First Citizens BancShares position peaked at $3.61M in Q2 2016.
  • 145 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.