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Hoxton Financial’s First Citizens BancShares FCNCA Stock Holding History

Hoxton Financial’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
2014
Q1 		– Sell
-14
Closed -$3K – 427
2013
Q4 		$3K Buy
14
+5
+56% +$1.08K ﹤0.01% 590
2013
Q3 		$2K Buy
+9
New +$1.85K ﹤0.01% 384

Other funds holding FCNCA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Hoxton Financial's FCNCA Position: Q1 2014 in Review

Hoxton Financial sold out of First Citizens BancShares (FCNCA) in Q1 2014, closing a stake of 14 shares — an estimated $3K sold.

Hoxton Financial first reported a position in FCNCA in Q3 2013 and held it in 2 quarters. The position peaked at $3K in Q4 2013. 126 funds tracked by Wall St. Rank hold FCNCA as of Q1 2014.

  • Hoxton Financial reported no remaining First Citizens BancShares position as of Q1 2014 after selling out during the quarter.
  • Hoxton Financial sold 14 First Citizens BancShares shares in Q1 2014, an estimated $3K.
  • Hoxton Financial first reported a position in First Citizens BancShares in Q3 2013 and held it in 2 quarters.
  • Hoxton Financial's First Citizens BancShares position peaked at $3K in Q4 2013.
  • 126 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2014.

Based on Hoxton Financial's 13F filing for Q1 2014, filed 25 Apr 2014.