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Old Mutual Customised Solutions’s First Citizens BancShares FCNCA Stock Holding History

Old Mutual Customised Solutions’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
2013
Q3 		– Sell
-100
Closed -$19K – 934
2013
Q2 		$19K Buy
+100
New +$19.2K 0.01% 1269

Other funds holding FCNCA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return

Old Mutual Customised Solutions's FCNCA Position: Q3 2013 in Review

Old Mutual Customised Solutions sold out of First Citizens BancShares (FCNCA) in Q3 2013, closing a stake of 100 shares — an estimated $19K sold.

Old Mutual Customised Solutions first reported a position in FCNCA in Q2 2013 and held it in 1 quarter. The position peaked at $19K in Q2 2013. 125 funds tracked by Wall St. Rank hold FCNCA as of Q3 2013.

  • Old Mutual Customised Solutions reported no remaining First Citizens BancShares position as of Q3 2013 after selling out during the quarter.
  • Old Mutual Customised Solutions sold 100 First Citizens BancShares shares in Q3 2013, an estimated $19K.
  • Old Mutual Customised Solutions first reported a position in First Citizens BancShares in Q2 2013 and held it in 1 quarter.
  • Old Mutual Customised Solutions's First Citizens BancShares position peaked at $19K in Q2 2013.
  • 125 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2013.

Based on Old Mutual Customised Solutions's 13F filing for Q3 2013, filed 6 Nov 2013.