First Citizens Bancorporation’s iShares Micro-Cap ETF IWC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$233K	Hold	3,022	–	–	0.16%	105
2014 Q3	$210K	Hold	3,022	–	–	0.15%	103
2014 Q2	$230K	Hold	3,022	–	–	0.17%	96
2014 Q1	$234K	Hold	3,022	–	–	0.19%	89
2013 Q4	$227K	Hold	3,022	–	–	0.18%	90
2013 Q3	$207K	Buy	+3,022	New	+$200K	0.18%	94

Other funds holding IWC

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

First Citizens Bancorporation held its iShares Micro-Cap ETF (IWC) position steady in Q4 2014 at 3,022 shares worth $233K. The position accounts for 0.16% of the portfolio, ranked #105.

First Citizens Bancorporation first reported a position in IWC in Q3 2013 and has held it in 6 quarters since. The position peaked at $234K in Q1 2014. 149 funds tracked by Wall St. Rank hold IWC as of Q4 2014.

First Citizens Bancorporation held 3,022 shares of iShares Micro-Cap ETF worth $233K as of Q4 2014.
First Citizens Bancorporation left its iShares Micro-Cap ETF share count unchanged in Q4 2014.
iShares Micro-Cap ETF made up 0.16% of First Citizens Bancorporation's portfolio in Q4 2014, its #105 holding.
First Citizens Bancorporation first reported a position in iShares Micro-Cap ETF in Q3 2013 and has held it in 6 quarters since.
First Citizens Bancorporation's iShares Micro-Cap ETF position peaked at $234K in Q1 2014.
149 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2014.

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