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Capital Impact Advisors’s First Citizens BancShares FCNCA Stock Holding History

Capital Impact 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
2016
Q1 		– Sell
-3,059
Closed -$790K – 228
2015
Q4 		$790K Buy
+3,059
New +$761K 0.38% 112

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Capital Impact Advisors's FCNCA Position: Q1 2016 in Review

Capital Impact Advisors sold out of First Citizens BancShares (FCNCA) in Q1 2016, closing a stake of 3,059 shares — an estimated $790K sold.

Capital Impact Advisors first reported a position in FCNCA in Q4 2015 and held it in 1 quarter. The position peaked at $790K in Q4 2015. 126 funds tracked by Wall St. Rank hold FCNCA as of Q1 2016.

  • Capital Impact Advisors reported no remaining First Citizens BancShares position as of Q1 2016 after selling out during the quarter.
  • Capital Impact Advisors sold 3,059 First Citizens BancShares shares in Q1 2016, an estimated $790K.
  • Capital Impact Advisors first reported a position in First Citizens BancShares in Q4 2015 and held it in 1 quarter.
  • Capital Impact Advisors's First Citizens BancShares position peaked at $790K in Q4 2015.
  • 126 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2016.

Based on Capital Impact Advisors's 13F filing for Q1 2016, filed 13 Apr 2016.