FCBT
IRC

First Citizens Bank & Trust’s INLAND REAL ESTATE CORP IRC Stock Holding History

First Citizens Bank & Trust’s Portfolio IRC Stock Details IRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-69,307
Closed -$759K – 428
2014
Q4 		$759K Buy
69,307
+121
+0.2% +$1.28K 0.06% 207
2014
Q3 		$686K Buy
69,186
+3,230
+5% +$33.6K 0.06% 217
2014
Q2 		$701K Buy
65,956
+169
+0.3% +$1.78K 0.06% 208
2014
Q1 		$694K Buy
+65,787
New +$688K 0.06% 205

Other funds holding IRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DLG
Daniel L. Goodwin $207M AUM 22.03% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

First Citizens Bank & Trust's IRC Position: Q1 2015 in Review

First Citizens Bank & Trust sold out of INLAND REAL ESTATE CORP (IRC) in Q1 2015, closing a stake of 69,307 shares — an estimated $759K sold.

First Citizens Bank & Trust first reported a position in IRC in Q1 2014 and held it in 4 quarters. The position peaked at $759K in Q4 2014. 165 funds tracked by Wall St. Rank hold IRC as of Q1 2015.

  • First Citizens Bank & Trust reported no remaining INLAND REAL ESTATE CORP position as of Q1 2015 after selling out during the quarter.
  • First Citizens Bank & Trust sold 69,307 INLAND REAL ESTATE CORP shares in Q1 2015, an estimated $759K.
  • First Citizens Bank & Trust first reported a position in INLAND REAL ESTATE CORP in Q1 2014 and held it in 4 quarters.
  • First Citizens Bank & Trust's INLAND REAL ESTATE CORP position peaked at $759K in Q4 2014.
  • 165 funds tracked by Wall St. Rank held INLAND REAL ESTATE CORP as of Q1 2015.

Based on First Citizens Bank & Trust's 13F filing for Q1 2015, filed 14 May 2015.