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Rational Advisors’s First Citizens BancShares FCNCA Stock Holding History

Rational Advisors’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
2016
Q2 		– Sell
-620
Closed -$156K – 221
2016
Q1 		$156K Buy
+620
New +$149K 0.1% 177

Other funds holding FCNCA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Rational Advisors's FCNCA Position: Q2 2016 in Review

Rational Advisors sold out of First Citizens BancShares (FCNCA) in Q2 2016, closing a stake of 620 shares — an estimated $156K sold.

Rational Advisors first reported a position in FCNCA in Q1 2016 and held it in 1 quarter. The position peaked at $156K in Q1 2016. 138 funds tracked by Wall St. Rank hold FCNCA as of Q2 2016.

  • Rational Advisors reported no remaining First Citizens BancShares position as of Q2 2016 after selling out during the quarter.
  • Rational Advisors sold 620 First Citizens BancShares shares in Q2 2016, an estimated $156K.
  • Rational Advisors first reported a position in First Citizens BancShares in Q1 2016 and held it in 1 quarter.
  • Rational Advisors's First Citizens BancShares position peaked at $156K in Q1 2016.
  • 138 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2016.

Based on Rational Advisors's 13F filing for Q2 2016, filed 10 Aug 2016.