Ladenburg Thalmann Financial Services’s First Citizens BancShares FCNCA Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$1K	Hold	1	–	–	﹤0.01%	5188
2019 Q3	$0	Hold	1	–	–	﹤0.01%	5328
2019 Q2	$0	Hold	1	–	–	﹤0.01%	5316
2019 Q1	$0	Hold	1	–	–	﹤0.01%	5241
2018 Q4	$0	Sell	1 -3	-75%	-$1.26K	﹤0.01%	5242
2018 Q3	$2K	Sell	4 -9	-69%	-$3.97K	﹤0.01%	4865
2018 Q2	$5K	Hold	13	–	–	﹤0.01%	4578
2018 Q1	$5K	Sell	13 -19	-59%	-$8.18K	﹤0.01%	4578
2017 Q4	$13K	Buy	32 +5	+19%	+$2K	﹤0.01%	4036
2017 Q3	$10K	Hold	27	–	–	﹤0.01%	4078
2017 Q2	$10K	Hold	27	–	–	﹤0.01%	3999
2017 Q1	$9K	Hold	27	–	–	﹤0.01%	4043
2016 Q4	$9K	Hold	27	–	–	﹤0.01%	3946
2016 Q3	$8K	Buy	27 +20	+286%	+$5.45K	﹤0.01%	3934
2016 Q2	$2K	Buy	+7	New	+$1.76K	﹤0.01%	4394
2014 Q3	–	Sell	-14	Closed	-$3K	–	3947
2014 Q2	$3K	Buy	14 +11	+367%	+$2.57K	﹤0.01%	3529
2014 Q1	$1K	Hold	3	–	–	﹤0.01%	3624
2013 Q4	$1K	Hold	3	–	–	﹤0.01%	3617
2013 Q3	$1K	Sell	3 -4	-57%	-$823	﹤0.01%	3559
2013 Q2	$1K	Buy	+7	New	+$1.34K	﹤0.01%	3461

Other funds holding FCNCA

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

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

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

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

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Ladenburg Thalmann Financial Services's FCNCA Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services held its First Citizens BancShares (FCNCA) position steady in Q4 2019 at 1 share worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #5188.

Ladenburg Thalmann Financial Services first reported a position in FCNCA in Q2 2013 and has held it in 20 quarters since. The position peaked at $13K in Q4 2017. 186 funds tracked by Wall St. Rank hold FCNCA as of Q4 2019.

Ladenburg Thalmann Financial Services held 1 share of First Citizens BancShares worth $1K as of Q4 2019.
Ladenburg Thalmann Financial Services left its First Citizens BancShares share count unchanged in Q4 2019.
First Citizens BancShares made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #5188 holding.
Ladenburg Thalmann Financial Services first reported a position in First Citizens BancShares in Q2 2013 and has held it in 20 quarters since.
Ladenburg Thalmann Financial Services's First Citizens BancShares position peaked at $13K in Q4 2017.
186 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.