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

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

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

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

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

Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return

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