First Citizens Bank & Trust’s iShares Frontier and Select EM ETF FM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-39,622	Closed	-$985K	–	569
2016 Q4	$985K	Sell	39,622 -2,000	-5%	-$50.2K	0.11%	154
2016 Q3	$1.07M	Hold	41,622	–	–	0.1%	162
2016 Q2	$1.02M	Hold	41,622	–	–	0.09%	166
2016 Q1	$1.02M	Sell	41,622 -528	-1%	-$12.5K	0.09%	153
2015 Q4	$1.05M	Buy	42,150 +12,800	+44%	+$329K	0.08%	191
2015 Q3	$738K	Buy	+29,350	New	+$797K	0.05%	271
2015 Q1	–	Sell	-27,751	Closed	-$855K	–	429
2014 Q4	$855K	Buy	+27,751	New	+$965K	0.07%	192

Other funds holding FM

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

BWA

Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

BOTW

Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return

First Citizens Bank & Trust's FM Position: Q1 2017 in Review

First Citizens Bank & Trust sold out of iShares Frontier and Select EM ETF (FM) in Q1 2017, closing a stake of 39,622 shares — an estimated $985K sold.

First Citizens Bank & Trust first reported a position in FM in Q4 2014 and held it in 7 quarters. The position peaked at $1.07M in Q3 2016. 105 funds tracked by Wall St. Rank hold FM as of Q1 2017.

First Citizens Bank & Trust reported no remaining iShares Frontier and Select EM ETF position as of Q1 2017 after selling out during the quarter.
First Citizens Bank & Trust sold 39,622 iShares Frontier and Select EM ETF shares in Q1 2017, an estimated $985K.
First Citizens Bank & Trust first reported a position in iShares Frontier and Select EM ETF in Q4 2014 and held it in 7 quarters.
First Citizens Bank & Trust's iShares Frontier and Select EM ETF position peaked at $1.07M in Q3 2016.
105 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q1 2017.

Based on First Citizens Bank & Trust's 13F filing for Q1 2017, filed 25 Apr 2017.