Denver Investment Advisors’s First Citizens BancShares FCNCA Stock Holding History

Denver Investment 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
2014 Q4	–	Sell	-5,799	Closed	-$1.26M	–	628
2014 Q3	$1.26M	Buy	5,799 +1,259	+28%	+$284K	0.04%	335
2014 Q2	$1.11M	Hold	4,540	–	–	0.03%	353
2014 Q1	$1.09M	Sell	4,540 -1,660	-27%	-$373K	0.03%	359
2013 Q4	$1.38M	Sell	6,200 -1,567	-20%	-$338K	0.04%	346
2013 Q3	$1.6M	Sell	7,767 -2,079	-21%	-$428K	0.03%	362
2013 Q2	$1.9M	Buy	+9,846	New	+$1.89M	0.04%	330

Other funds holding FCNCA

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Denver Investment Advisors's FCNCA Position: Q4 2014 in Review

Denver Investment Advisors sold out of First Citizens BancShares (FCNCA) in Q4 2014, closing a stake of 5,799 shares — an estimated $1.26M sold.

Denver Investment Advisors first reported a position in FCNCA in Q2 2013 and held it in 6 quarters. The position peaked at $1.9M in Q2 2013. 116 funds tracked by Wall St. Rank hold FCNCA as of Q4 2014.

Denver Investment Advisors reported no remaining First Citizens BancShares position as of Q4 2014 after selling out during the quarter.
Denver Investment Advisors sold 5,799 First Citizens BancShares shares in Q4 2014, an estimated $1.26M.
Denver Investment Advisors first reported a position in First Citizens BancShares in Q2 2013 and held it in 6 quarters.
Denver Investment Advisors's First Citizens BancShares position peaked at $1.9M in Q2 2013.
116 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2014.

Based on Denver Investment Advisors's 13F filing for Q4 2014, filed 17 Feb 2015.