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Jolley Asset Management’s First Citizens BancShares FCNCA Stock Holding History

Jolley Asset 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
2015
Q4 		– Sell
-3,500
Closed -$791K – 119
2015
Q3 		$791K Buy
+3,500
New +$858K 0.8% 35
2014
Q4 		– Sell
-4,100
Closed -$888K – 122
2014
Q3 		$888K Buy
+4,100
New +$926K 0.72% 37

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jolley Asset Management's FCNCA Position: Q4 2015 in Review

Jolley Asset Management sold out of First Citizens BancShares (FCNCA) in Q4 2015, closing a stake of 3,500 shares — an estimated $791K sold.

Jolley Asset Management first reported a position in FCNCA in Q3 2014 and held it in 2 quarters. The position peaked at $888K in Q3 2014. 125 funds tracked by Wall St. Rank hold FCNCA as of Q4 2015.

  • Jolley Asset Management reported no remaining First Citizens BancShares position as of Q4 2015 after selling out during the quarter.
  • Jolley Asset Management sold 3,500 First Citizens BancShares shares in Q4 2015, an estimated $791K.
  • Jolley Asset Management first reported a position in First Citizens BancShares in Q3 2014 and held it in 2 quarters.
  • Jolley Asset Management's First Citizens BancShares position peaked at $888K in Q3 2014.
  • 125 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2015.

Based on Jolley Asset Management's 13F filing for Q4 2015, filed 29 Jan 2016.