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James Investment Research’s First Citizens BancShares FCNCA Stock Holding History

James Investment Research’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
Q3 		– Sell
-4,545
Closed -$1.83M – 810
2018
Q2 		$1.83M Buy
+4,545
New +$1.96M 0.07% 413

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

James Investment Research's FCNCA Position: Q3 2018 in Review

James Investment Research sold out of First Citizens BancShares (FCNCA) in Q3 2018, closing a stake of 4,545 shares — an estimated $1.83M sold.

James Investment Research first reported a position in FCNCA in Q2 2018 and held it in 1 quarter. The position peaked at $1.83M in Q2 2018. 181 funds tracked by Wall St. Rank hold FCNCA as of Q3 2018.

  • James Investment Research reported no remaining First Citizens BancShares position as of Q3 2018 after selling out during the quarter.
  • James Investment Research sold 4,545 First Citizens BancShares shares in Q3 2018, an estimated $1.83M.
  • James Investment Research first reported a position in First Citizens BancShares in Q2 2018 and held it in 1 quarter.
  • James Investment Research's First Citizens BancShares position peaked at $1.83M in Q2 2018.
  • 181 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2018.

Based on James Investment Research's 13F filing for Q3 2018, filed 26 Oct 2018.