OneDigital Investment Advisors’s First Bancorp FBP Stock Holding History

OneDigital Investment Advisors’s Portfolio FBP Stock Details FBP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-3,884	Closed	-$43K	–	756
2019 Q2	$43K	Hold	3,884	–	–	﹤0.01%	598
2019 Q1	$45K	Hold	3,884	–	–	0.01%	512
2018 Q4	$33K	Hold	3,884	–	–	0.01%	549
2018 Q3	$35K	Hold	3,884	–	–	0.01%	492
2018 Q2	$30K	Hold	3,884	–	–	0.01%	668
2018 Q1	$23K	Hold	3,884	–	–	0.01%	768
2017 Q4	$20K	Hold	3,884	–	–	﹤0.01%	800
2017 Q3	$20K	Hold	3,884	–	–	0.01%	638
2017 Q2	$22K	Buy	+3,884	New	+$21.8K	0.01%	711

Other funds holding FBP

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

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

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

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

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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

OneDigital Investment Advisors's FBP Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of First Bancorp (FBP) in Q3 2019, closing a stake of 3,884 shares — an estimated $43K sold.

OneDigital Investment Advisors first reported a position in FBP in Q2 2017 and held it in 9 quarters. The position peaked at $45K in Q1 2019. 215 funds tracked by Wall St. Rank hold FBP as of Q3 2019.

OneDigital Investment Advisors reported no remaining First Bancorp position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 3,884 First Bancorp shares in Q3 2019, an estimated $43K.
OneDigital Investment Advisors first reported a position in First Bancorp in Q2 2017 and held it in 9 quarters.
OneDigital Investment Advisors's First Bancorp position peaked at $45K in Q1 2019.
215 funds tracked by Wall St. Rank held First Bancorp as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.