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Chicago Partners Investment Group’s First Citizens BancShares FCNCA Stock Holding History

Chicago Partners Investment Group’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
Q2 		– Sell
-82
Closed -$28K – 684
2017
Q1 		$28K Hold
82
– – 0.01% 374
2016
Q4 		$29K Buy
+82
New +$26.8K 0.01% 344

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
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

Chicago Partners Investment Group's FCNCA Position: Q2 2017 in Review

Chicago Partners Investment Group sold out of First Citizens BancShares (FCNCA) in Q2 2017, closing a stake of 82 shares — an estimated $28K sold.

Chicago Partners Investment Group first reported a position in FCNCA in Q4 2016 and held it in 2 quarters. The position peaked at $29K in Q4 2016. 144 funds tracked by Wall St. Rank hold FCNCA as of Q2 2017.

  • Chicago Partners Investment Group reported no remaining First Citizens BancShares position as of Q2 2017 after selling out during the quarter.
  • Chicago Partners Investment Group sold 82 First Citizens BancShares shares in Q2 2017, an estimated $28K.
  • Chicago Partners Investment Group first reported a position in First Citizens BancShares in Q4 2016 and held it in 2 quarters.
  • Chicago Partners Investment Group's First Citizens BancShares position peaked at $29K in Q4 2016.
  • 144 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2017.

Based on Chicago Partners Investment Group's 13F filing for Q2 2017, filed 31 Jul 2017.