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Sonora Investment Management’s First Citizens BancShares FCNCA Stock Holding History

Sonora Investment 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
2015
Q4 		– Sell
-11
Closed -$3K – 913
2015
Q3 		$3K Buy
+11
New +$2.7K ﹤0.01% 874

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sonora Investment Management's FCNCA Position: Q4 2015 in Review

Sonora Investment Management sold out of First Citizens BancShares (FCNCA) in Q4 2015, closing a stake of 11 shares — an estimated $3K sold.

Sonora Investment Management first reported a position in FCNCA in Q3 2015 and held it in 1 quarter. The position peaked at $3K in Q3 2015. 125 funds tracked by Wall St. Rank hold FCNCA as of Q4 2015.

  • Sonora Investment Management reported no remaining First Citizens BancShares position as of Q4 2015 after selling out during the quarter.
  • Sonora Investment Management sold 11 First Citizens BancShares shares in Q4 2015, an estimated $3K.
  • Sonora Investment Management first reported a position in First Citizens BancShares in Q3 2015 and held it in 1 quarter.
  • Sonora Investment Management's First Citizens BancShares position peaked at $3K in Q3 2015.
  • 125 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2015.

Based on Sonora Investment Management's 13F filing for Q4 2015, filed 10 Mar 2016.