First Citizens Bank & Trust’s Vanguard Energy ETF VDE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-3,100	Closed	-$326K	–	450
2018 Q3	$326K	Hold	3,100	–	–	0.04%	307
2018 Q2	$326K	Sell	3,100 -400	-11%	-$40.9K	0.04%	314
2018 Q1	$323K	Hold	3,500	–	–	0.04%	292
2017 Q4	$346K	Buy	+3,500	New	+$329K	0.05%	260

Other funds holding VDE

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

First Citizens Bank & Trust's VDE Position: Q4 2018 in Review

First Citizens Bank & Trust sold out of Vanguard Energy ETF (VDE) in Q4 2018, closing a stake of 3,100 shares — an estimated $326K sold.

First Citizens Bank & Trust first reported a position in VDE in Q4 2017 and held it in 4 quarters. The position peaked at $346K in Q4 2017. 325 funds tracked by Wall St. Rank hold VDE as of Q4 2018.

First Citizens Bank & Trust reported no remaining Vanguard Energy ETF position as of Q4 2018 after selling out during the quarter.
First Citizens Bank & Trust sold 3,100 Vanguard Energy ETF shares in Q4 2018, an estimated $326K.
First Citizens Bank & Trust first reported a position in Vanguard Energy ETF in Q4 2017 and held it in 4 quarters.
First Citizens Bank & Trust's Vanguard Energy ETF position peaked at $346K in Q4 2017.
325 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2018.

Based on First Citizens Bank & Trust's 13F filing for Q4 2018, filed 15 Jan 2019.