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Kanaly Trust’s First Citizens BancShares FCNCA Stock Holding History

Kanaly Trust’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
Q2 		– Sell
-8
Closed -$2K – 722
2014
Q1 		$2K Buy
+8
New +$1.8K ﹤0.01% 627

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kanaly Trust's FCNCA Position: Q2 2014 in Review

Kanaly Trust sold out of First Citizens BancShares (FCNCA) in Q2 2014, closing a stake of 8 shares — an estimated $2K sold.

Kanaly Trust first reported a position in FCNCA in Q1 2014 and held it in 1 quarter. The position peaked at $2K in Q1 2014. 123 funds tracked by Wall St. Rank hold FCNCA as of Q2 2014.

  • Kanaly Trust reported no remaining First Citizens BancShares position as of Q2 2014 after selling out during the quarter.
  • Kanaly Trust sold 8 First Citizens BancShares shares in Q2 2014, an estimated $2K.
  • Kanaly Trust first reported a position in First Citizens BancShares in Q1 2014 and held it in 1 quarter.
  • Kanaly Trust's First Citizens BancShares position peaked at $2K in Q1 2014.
  • 123 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2014.

Based on Kanaly Trust's 13F filing for Q2 2014, filed 28 Jul 2014.