First Citizens Bank & Trust’s Everest Group EG Stock Holding History

First Citizens Bank & Trust’s Portfolio EG Stock Details EG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-880	Closed	-$201K	–	406
2017 Q3	$201K	Sell	880 -229	-21%	-$57.7K	0.03%	396
2017 Q2	$282K	Buy	+1,109	New	+$274K	0.04%	365
2017 Q1	–	Sell	-2,140	Closed	-$463K	–	492
2016 Q4	$463K	Sell	2,140 -976	-31%	-$201K	0.05%	231
2016 Q3	$592K	Sell	3,116 -812	-21%	-$153K	0.05%	211
2016 Q2	$718K	Buy	3,928 +235	+6%	+$43.2K	0.06%	199
2016 Q1	$729K	Buy	3,693 +2,001	+118%	+$370K	0.06%	198
2015 Q4	$310K	Buy	+1,692	New	+$307K	0.02%	312
2015 Q3	–	Sell	-1,208	Closed	-$220K	–	398
2015 Q2	$220K	Hold	1,208	–	–	0.02%	384
2015 Q1	$210K	Buy	+1,208	New	+$212K	0.01%	372
2013 Q4	–	Sell	-4,708	Closed	-$685K	–	471
2013 Q3	$685K	Buy	4,708 +93	+2%	+$12.6K	0.03%	582
2013 Q2	$592K	Buy	+4,615	New	+$597K	0.02%	581

Other funds holding EG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

First Citizens Bank & Trust's EG Position: Q4 2017 in Review

First Citizens Bank & Trust sold out of Everest Group (EG) in Q4 2017, closing a stake of 880 shares — an estimated $201K sold.

First Citizens Bank & Trust first reported a position in EG in Q2 2013 and held it in 11 quarters. The position peaked at $729K in Q1 2016. 437 funds tracked by Wall St. Rank hold EG as of Q4 2017.

First Citizens Bank & Trust reported no remaining Everest Group position as of Q4 2017 after selling out during the quarter.
First Citizens Bank & Trust sold 880 Everest Group shares in Q4 2017, an estimated $201K.
First Citizens Bank & Trust first reported a position in Everest Group in Q2 2013 and held it in 11 quarters.
First Citizens Bank & Trust's Everest Group position peaked at $729K in Q1 2016.
437 funds tracked by Wall St. Rank held Everest Group as of Q4 2017.

Based on First Citizens Bank & Trust's 13F filing for Q4 2017, filed 10 Jan 2018.