CFA
FCB

Carroll Financial Associates’s FCB Financial Holdings, Inc. FCB Stock Holding History

Carroll Financial Associates’s Portfolio FCB Stock Details FCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-10
Closed – – 1267
2016
Q4 		$0 Hold
10
– – ﹤0.01% 1250
2016
Q3 		$0 Hold
10
– – ﹤0.01% 1256
2016
Q2 		$0 Hold
10
– – ﹤0.01% 1256
2016
Q1 		$0 Buy
+10
New +$319 ﹤0.01% 1256

Other funds holding FCB

Vanguard Group
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Carroll Financial Associates's FCB Position: Q1 2017 in Review

Carroll Financial Associates sold out of FCB Financial Holdings, Inc. (FCB) in Q1 2017, closing a stake of 10 shares.

Carroll Financial Associates first reported a position in FCB in Q1 2016 and held it in 4 quarters. The position peaked at $0 in Q4 2016. 167 funds tracked by Wall St. Rank hold FCB as of Q1 2017.

  • Carroll Financial Associates reported no remaining FCB Financial Holdings, Inc. position as of Q1 2017 after selling out during the quarter.
  • Carroll Financial Associates sold 10 FCB Financial Holdings, Inc. shares in Q1 2017.
  • Carroll Financial Associates first reported a position in FCB Financial Holdings, Inc. in Q1 2016 and held it in 4 quarters.
  • Carroll Financial Associates's FCB Financial Holdings, Inc. position peaked at $0 in Q4 2016.
  • 167 funds tracked by Wall St. Rank held FCB Financial Holdings, Inc. as of Q1 2017.

Based on Carroll Financial Associates's 13F filing for Q1 2017, filed 11 Apr 2017.