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Mount Yale Investment Advisors’s First Bancorp FBNC Stock Holding History

Mount Yale Investment Advisors’s Portfolio FBNC Stock Details FBNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,077
Closed -$120K – 468
2018
Q3 		$120K Sell
3,077
-146
-5% -$6.04K 0.02% 385
2018
Q2 		$132K Hold
3,223
– – 0.03% 383
2018
Q1 		$115K Buy
+3,223
New +$116K 0.02% 412

Other funds holding FBNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Mount Yale Investment Advisors's FBNC Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of First Bancorp (FBNC) in Q4 2018, closing a stake of 3,077 shares — an estimated $120K sold.

Mount Yale Investment Advisors first reported a position in FBNC in Q1 2018 and held it in 3 quarters. The position peaked at $132K in Q2 2018. 164 funds tracked by Wall St. Rank hold FBNC as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining First Bancorp position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 3,077 First Bancorp shares in Q4 2018, an estimated $120K.
  • Mount Yale Investment Advisors first reported a position in First Bancorp in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's First Bancorp position peaked at $132K in Q2 2018.
  • 164 funds tracked by Wall St. Rank held First Bancorp as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.