First Citizens Bancorporation’s iShares Russell Mid-Cap ETF IWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$3.13M	Buy	74,872 +2,660	+4%	+$108K	2.1%	7
2014 Q3	$2.86M	Sell	72,212 -1,520	-2%	-$61.2K	2.07%	7
2014 Q2	$3M	Sell	73,732 -3,760	-5%	-$147K	2.26%	5
2014 Q1	$3M	Sell	77,492 -9,464	-11%	-$359K	2.41%	3
2013 Q4	$3.26M	Sell	86,956 -4,660	-5%	-$168K	2.59%	3
2013 Q3	$3.19M	Sell	91,616 -720	-0.8%	-$24.6K	2.76%	3
2013 Q2	$3M	Buy	+92,336	New	+$2.99M	2.74%	2

Other funds holding IWR

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

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

First Citizens Bancorporation increased its iShares Russell Mid-Cap ETF (IWR) stake by 3.7% in Q4 2014, buying an estimated $108K and bringing the position to 74,872 shares worth $3.13M. The position accounts for 2.1% of the portfolio, ranked #7.

First Citizens Bancorporation first reported a position in IWR in Q2 2013 and has held it in 7 quarters since. The position peaked at $3.26M in Q4 2013. 436 funds tracked by Wall St. Rank hold IWR as of Q4 2014.

First Citizens Bancorporation held 74,872 shares of iShares Russell Mid-Cap ETF worth $3.13M as of Q4 2014.
First Citizens Bancorporation bought 2,660 iShares Russell Mid-Cap ETF shares in Q4 2014, an estimated $108K.
iShares Russell Mid-Cap ETF made up 2.1% of First Citizens Bancorporation's portfolio in Q4 2014, its #7 holding.
First Citizens Bancorporation first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 7 quarters since.
First Citizens Bancorporation's iShares Russell Mid-Cap ETF position peaked at $3.26M in Q4 2013.
436 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2014.

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