Fulcrum Equity Management’s First Bancorp FBP Stock Holding History

Fulcrum Equity Management’s Portfolio FBP Stock Details FBP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-197	Closed	-$2K	–	126
2019 Q3	$2K	Buy	+197	New	+$2K	﹤0.01%	205

Other funds holding FBP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fulcrum Equity Management's FBP Position: Q4 2019 in Review

Fulcrum Equity Management sold out of First Bancorp (FBP) in Q4 2019, closing a stake of 197 shares — an estimated $2K sold.

Fulcrum Equity Management first reported a position in FBP in Q3 2019 and held it in 1 quarter. The position peaked at $2K in Q3 2019. 247 funds tracked by Wall St. Rank hold FBP as of Q4 2019.

Fulcrum Equity Management reported no remaining First Bancorp position as of Q4 2019 after selling out during the quarter.
Fulcrum Equity Management sold 197 First Bancorp shares in Q4 2019, an estimated $2K.
Fulcrum Equity Management first reported a position in First Bancorp in Q3 2019 and held it in 1 quarter.
Fulcrum Equity Management's First Bancorp position peaked at $2K in Q3 2019.
247 funds tracked by Wall St. Rank held First Bancorp as of Q4 2019.

Based on Fulcrum Equity Management's 13F filing for Q4 2019, filed 12 Feb 2020.