Piermont Capital Management’s First Citizens BancShares FCNCA Stock Holding History

Piermont Capital Management’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
2018 Q4	$3.02M	Buy	8,005 +150	+2%	+$63K	1.43%	3
2018 Q3	$3.55M	Sell	7,855 -690	-8%	-$304K	1.43%	3
2018 Q2	$3.45M	Buy	8,545 +590	+7%	+$254K	1.06%	6
2018 Q1	$3.29M	Buy	7,955 +220	+3%	+$94.8K	1.1%	5
2017 Q4	$3.12M	Sell	7,735 -240	-3%	-$96.3K	1.02%	9
2017 Q3	$2.98M	Buy	7,975 +70	+0.9%	+$25K	0.99%	11
2017 Q2	$2.95M	Sell	7,905 -1,990	-20%	-$688K	0.84%	14
2017 Q1	$3.32M	Sell	9,895 -890	-8%	-$316K	0.79%	19
2016 Q4	$3.83M	Sell	10,785 -690	-6%	-$225K	0.87%	14
2016 Q3	$3.37M	Sell	11,475 -80	-0.7%	-$21.8K	0.8%	24
2016 Q2	$2.99M	Hold	11,555	–	–	0.77%	28
2016 Q1	$2.9M	Sell	11,555 -280	-2%	-$67.3K	0.93%	26
2015 Q4	$3.06M	Hold	11,835	–	–	0.97%	20
2015 Q3	$2.67M	Buy	11,835 +205	+2%	+$50.3K	0.87%	48
2015 Q2	$3.06M	Buy	11,630 +360	+3%	+$89.5K	0.92%	30
2015 Q1	$2.93M	Buy	+11,270	New	+$2.78M	0.89%	36
2014 Q2	–	Sell	-7,488	Closed	-$1.8M	–	157
2014 Q1	$1.8M	Buy	7,488 +50	+0.7%	+$11.2K	0.87%	69
2013 Q4	$1.66M	Buy	+7,438	New	+$1.6M	0.83%	72

Other funds holding FCNCA

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Piermont Capital Management's FCNCA Position: Q4 2018 in Review

Piermont Capital Management increased its First Citizens BancShares (FCNCA) stake by 1.9% in Q4 2018, buying an estimated $63K and bringing the position to 8,005 shares worth $3.02M. The position accounts for 1.43% of the portfolio, ranked #3.

Piermont Capital Management first reported a position in FCNCA in Q4 2013 and has held it in 18 quarters since. The position peaked at $3.83M in Q4 2016. 183 funds tracked by Wall St. Rank hold FCNCA as of Q4 2018.

Piermont Capital Management held 8,005 shares of First Citizens BancShares worth $3.02M as of Q4 2018.
Piermont Capital Management bought 150 First Citizens BancShares shares in Q4 2018, an estimated $63K.
First Citizens BancShares made up 1.43% of Piermont Capital Management's portfolio in Q4 2018, its #3 holding.
Piermont Capital Management first reported a position in First Citizens BancShares in Q4 2013 and has held it in 18 quarters since.
Piermont Capital Management's First Citizens BancShares position peaked at $3.83M in Q4 2016.
183 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2018.

Based on Piermont Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.