CGI
FCNCA icon

CI Global Investments’s First Citizens BancShares FCNCA Stock Holding History

CI Global Investments’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
2013
Q4 		– Sell
-12,500
Closed -$2.57M – 207
2013
Q3 		$2.57M Buy
12,500
+7,500
+150% +$1.54M 0.1% 144
2013
Q2 		$960K Buy
+5,000
New +$959K 0.04% 162

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

CI Global Investments's FCNCA Position: Q4 2013 in Review

CI Global Investments sold out of First Citizens BancShares (FCNCA) in Q4 2013, closing a stake of 12,500 shares — an estimated $2.57M sold.

CI Global Investments first reported a position in FCNCA in Q2 2013 and held it in 2 quarters. The position peaked at $2.57M in Q3 2013. 129 funds tracked by Wall St. Rank hold FCNCA as of Q4 2013.

  • CI Global Investments reported no remaining First Citizens BancShares position as of Q4 2013 after selling out during the quarter.
  • CI Global Investments sold 12,500 First Citizens BancShares shares in Q4 2013, an estimated $2.57M.
  • CI Global Investments first reported a position in First Citizens BancShares in Q2 2013 and held it in 2 quarters.
  • CI Global Investments's First Citizens BancShares position peaked at $2.57M in Q3 2013.
  • 129 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2013.

Based on CI Global Investments's 13F filing for Q4 2013, filed 3 Feb 2014.