CI
FCB

Cavalier Investments’s FCB Financial Holdings, Inc. FCB Stock Holding History

Cavalier Investments’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
2016
Q3 		– Sell
-7,000
Closed -$238K – 173
2016
Q2 		$238K Hold
7,000
– – 0.14% 106
2016
Q1 		$233K Hold
7,000
– – 0.13% 89
2015
Q4 		$251K Buy
+7,000
New +$250K 0.15% 98

Other funds holding FCB

OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FG
FSI Group Cincinnati, Ohio $64K AUM 14.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Cavalier Investments's FCB Position: Q3 2016 in Review

Cavalier Investments sold out of FCB Financial Holdings, Inc. (FCB) in Q3 2016, closing a stake of 7,000 shares — an estimated $238K sold.

Cavalier Investments first reported a position in FCB in Q4 2015 and held it in 3 quarters. The position peaked at $251K in Q4 2015. 164 funds tracked by Wall St. Rank hold FCB as of Q3 2016.

  • Cavalier Investments reported no remaining FCB Financial Holdings, Inc. position as of Q3 2016 after selling out during the quarter.
  • Cavalier Investments sold 7,000 FCB Financial Holdings, Inc. shares in Q3 2016, an estimated $238K.
  • Cavalier Investments first reported a position in FCB Financial Holdings, Inc. in Q4 2015 and held it in 3 quarters.
  • Cavalier Investments's FCB Financial Holdings, Inc. position peaked at $251K in Q4 2015.
  • 164 funds tracked by Wall St. Rank held FCB Financial Holdings, Inc. as of Q3 2016.

Based on Cavalier Investments's 13F filing for Q3 2016, filed 14 Nov 2016.