SSWM
FCB

Sheets Smith Wealth Management’s FCB Financial Holdings, Inc. FCB Stock Holding History

Sheets Smith Wealth Management’s Portfolio FCB Stock Details FCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-7,055
Closed -$337K – 324
2017
Q2 		$337K Sell
7,055
-320
-4% -$15.1K 0.09% 214
2017
Q1 		$365K Sell
7,375
-68
-0.9% -$3.25K 0.1% 209
2016
Q4 		$355K Sell
7,443
-399
-5% -$16.5K 0.1% 211
2016
Q3 		$301K Sell
7,842
-325
-4% -$12K 0.08% 213
2016
Q2 		$278K Sell
8,167
-8,676
-52% -$299K 0.08% 208
2016
Q1 		$560K Sell
16,843
-6,432
-28% -$205K 0.17% 149
2015
Q4 		$833K Buy
23,275
+233
+1% +$8.31K 0.25% 111
2015
Q3 		$752K Sell
23,042
-149
-0.6% -$4.93K 0.25% 112
2015
Q2 		$737K Buy
+23,191
New +$663K 0.2% 138

Other funds holding FCB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return