LWA
FCB

Lenox Wealth Advisors’s FCB Financial Holdings, Inc. FCB Stock Holding History

Lenox Wealth Advisors’s Portfolio FCB Stock Details FCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-48
Closed -$2K – 499
2017
Q3 		$2K Buy
+48
New +$2.19K ﹤0.01% 178
2016
Q1 		– Sell
-25
Closed -$1K – 445
2015
Q4 		$1K Buy
+25
New +$892 ﹤0.01% 452

Other funds holding FCB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lenox Wealth Advisors's FCB Position: Q4 2017 in Review

Lenox Wealth Advisors sold out of FCB Financial Holdings, Inc. (FCB) in Q4 2017, closing a stake of 48 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in FCB in Q4 2015 and held it in 2 quarters. The position peaked at $2K in Q3 2017. 177 funds tracked by Wall St. Rank hold FCB as of Q4 2017.

  • Lenox Wealth Advisors reported no remaining FCB Financial Holdings, Inc. position as of Q4 2017 after selling out during the quarter.
  • Lenox Wealth Advisors sold 48 FCB Financial Holdings, Inc. shares in Q4 2017, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in FCB Financial Holdings, Inc. in Q4 2015 and held it in 2 quarters.
  • Lenox Wealth Advisors's FCB Financial Holdings, Inc. position peaked at $2K in Q3 2017.
  • 177 funds tracked by Wall St. Rank held FCB Financial Holdings, Inc. as of Q4 2017.

Based on Lenox Wealth Advisors's 13F filing for Q4 2017, filed 29 Jan 2018.