MFW
FCB

Mosaic Family Wealth’s FCB Financial Holdings, Inc. FCB Stock Holding History

Mosaic Family Wealth’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
Q3 		– Sell
-86
Closed -$4K – 1001
2017
Q2 		$4K Hold
86
– – ﹤0.01% 626
2017
Q1 		$4K Sell
86
-11
-11% -$525 ﹤0.01% 634
2016
Q4 		$5K Hold
97
– – ﹤0.01% 570
2016
Q3 		$4K Hold
97
– – ﹤0.01% 622
2016
Q2 		$4K Sell
97
-18
-16% -$620 ﹤0.01% 641
2016
Q1 		$3K Hold
115
– – ﹤0.01% 677
2015
Q4 		$4K Buy
+115
New +$4.1K ﹤0.01% 624

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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
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
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return

Mosaic Family Wealth's FCB Position: Q3 2017 in Review

Mosaic Family Wealth sold out of FCB Financial Holdings, Inc. (FCB) in Q3 2017, closing a stake of 86 shares — an estimated $4K sold.

Mosaic Family Wealth first reported a position in FCB in Q4 2015 and held it in 7 quarters. The position peaked at $5K in Q4 2016. 167 funds tracked by Wall St. Rank hold FCB as of Q3 2017.

  • Mosaic Family Wealth reported no remaining FCB Financial Holdings, Inc. position as of Q3 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 86 FCB Financial Holdings, Inc. shares in Q3 2017, an estimated $4K.
  • Mosaic Family Wealth first reported a position in FCB Financial Holdings, Inc. in Q4 2015 and held it in 7 quarters.
  • Mosaic Family Wealth's FCB Financial Holdings, Inc. position peaked at $5K in Q4 2016.
  • 167 funds tracked by Wall St. Rank held FCB Financial Holdings, Inc. as of Q3 2017.

Based on Mosaic Family Wealth's 13F filing for Q3 2017, filed 27 Oct 2017.