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First Citizens Bank & Trust’s LPL Financial LPLA Stock Holding History

First Citizens Bank & Trust’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-5,335
Closed -$204K – 602
2013
Q3 		$204K Buy
+5,335
New +$204K 0.01% 1023

Other funds holding LPLA

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return

First Citizens Bank & Trust's LPLA Position: Q4 2013 in Review

First Citizens Bank & Trust sold out of LPL Financial (LPLA) in Q4 2013, closing a stake of 5,335 shares — an estimated $204K sold.

First Citizens Bank & Trust first reported a position in LPLA in Q3 2013 and held it in 1 quarter. The position peaked at $204K in Q3 2013. 181 funds tracked by Wall St. Rank hold LPLA as of Q4 2013.

  • First Citizens Bank & Trust reported no remaining LPL Financial position as of Q4 2013 after selling out during the quarter.
  • First Citizens Bank & Trust sold 5,335 LPL Financial shares in Q4 2013, an estimated $204K.
  • First Citizens Bank & Trust first reported a position in LPL Financial in Q3 2013 and held it in 1 quarter.
  • First Citizens Bank & Trust's LPL Financial position peaked at $204K in Q3 2013.
  • 181 funds tracked by Wall St. Rank held LPL Financial as of Q4 2013.

Based on First Citizens Bank & Trust's 13F filing for Q4 2013, filed 13 Feb 2014.