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Rational Advisors’s First Bancorp FBP Stock Holding History

Rational 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
2017
Q2 		– Sell
-9,300
Closed -$53K – 313
2017
Q1 		$53K Sell
9,300
-4,000
-30% -$25.4K 0.03% 198
2016
Q4 		$88K Buy
+13,300
New +$78.3K 0.08% 164

Other funds holding FBP

THLTP
Thomas H. Lee (THL) Partners Boston, Massachusetts $205M AUM 1.84% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rational Advisors's FBP Position: Q2 2017 in Review

Rational Advisors sold out of First Bancorp (FBP) in Q2 2017, closing a stake of 9,300 shares — an estimated $53K sold.

Rational Advisors first reported a position in FBP in Q4 2016 and held it in 2 quarters. The position peaked at $88K in Q4 2016. 176 funds tracked by Wall St. Rank hold FBP as of Q2 2017.

  • Rational Advisors reported no remaining First Bancorp position as of Q2 2017 after selling out during the quarter.
  • Rational Advisors sold 9,300 First Bancorp shares in Q2 2017, an estimated $53K.
  • Rational Advisors first reported a position in First Bancorp in Q4 2016 and held it in 2 quarters.
  • Rational Advisors's First Bancorp position peaked at $88K in Q4 2016.
  • 176 funds tracked by Wall St. Rank held First Bancorp as of Q2 2017.

Based on Rational Advisors's 13F filing for Q2 2017, filed 2 Aug 2017.