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Foresters Investment Management’s First Citizens BancShares FCNCA Stock Holding History

Foresters Investment Management’s Portfolio FCNCA Stock Details FCNCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-344
Closed -$139K – 455
2017
Q4 		$139K Buy
344
+57
+20% +$22.9K ﹤0.01% 534
2017
Q3 		$107K Buy
287
+77
+37% +$27.5K ﹤0.01% 541
2017
Q2 		$78K Buy
+210
New +$72.6K ﹤0.01% 559

Other funds holding FCNCA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Foresters Investment Management's FCNCA Position: Q1 2018 in Review

Foresters Investment Management sold out of First Citizens BancShares (FCNCA) in Q1 2018, closing a stake of 344 shares — an estimated $139K sold.

Foresters Investment Management first reported a position in FCNCA in Q2 2017 and held it in 3 quarters. The position peaked at $139K in Q4 2017. 165 funds tracked by Wall St. Rank hold FCNCA as of Q1 2018.

  • Foresters Investment Management reported no remaining First Citizens BancShares position as of Q1 2018 after selling out during the quarter.
  • Foresters Investment Management sold 344 First Citizens BancShares shares in Q1 2018, an estimated $139K.
  • Foresters Investment Management first reported a position in First Citizens BancShares in Q2 2017 and held it in 3 quarters.
  • Foresters Investment Management's First Citizens BancShares position peaked at $139K in Q4 2017.
  • 165 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2018.

Based on Foresters Investment Management's 13F filing for Q1 2018, filed 11 May 2018.