First Citizens Bancorporation’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

First Citizens Bancorporation’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$1.46M	Sell	50,325 -28,600	-36%	-$804K	0.98%	39
2014 Q3	$2.16M	Buy	78,925 +24,000	+44%	+$676K	1.56%	18
2014 Q2	$1.57M	Hold	54,925	–	–	1.19%	33
2014 Q1	$1.51M	Sell	54,925 -1,750	-3%	-$47.1K	1.21%	34
2013 Q4	$1.52M	Sell	56,675 -1,000	-2%	-$25.8K	1.21%	33
2013 Q3	$1.43M	Sell	57,675 -1,750	-3%	-$42.7K	1.24%	35
2013 Q2	$1.37M	Buy	+59,425	New	+$1.38M	1.26%	32

Other funds holding IJH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

GHF

Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

First Citizens Bancorporation's IJH Position: Q4 2014 in Review

First Citizens Bancorporation reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 36% in Q4 2014, selling an estimated $804K and leaving 50,325 shares worth $1.46M. The position accounts for 0.98% of the portfolio, ranked #39.

First Citizens Bancorporation first reported a position in IJH in Q2 2013 and has held it in 7 quarters since. The position peaked at $2.16M in Q3 2014. 599 funds tracked by Wall St. Rank hold IJH as of Q4 2014.

First Citizens Bancorporation held 50,325 shares of iShares Core S&P Mid-Cap ETF worth $1.46M as of Q4 2014.
First Citizens Bancorporation sold 28,600 iShares Core S&P Mid-Cap ETF shares in Q4 2014, an estimated $804K.
iShares Core S&P Mid-Cap ETF made up 0.98% of First Citizens Bancorporation's portfolio in Q4 2014, its #39 holding.
First Citizens Bancorporation first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 7 quarters since.
First Citizens Bancorporation's iShares Core S&P Mid-Cap ETF position peaked at $2.16M in Q3 2014.
599 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2014.

Based on First Citizens Bancorporation's 13F filing for Q4 2014, filed 21 Jan 2015.