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Taylor Hoffman Wealth Management’s First Citizens BancShares FCNCA Stock Holding History

Taylor Hoffman Wealth 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
Q1 		– Sell
-50
Closed -$20K – 447
2017
Q4 		$20K Buy
+50
New +$20.1K 0.02% 243

Other funds holding FCNCA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Taylor Hoffman Wealth Management's FCNCA Position: Q1 2018 in Review

Taylor Hoffman Wealth Management sold out of First Citizens BancShares (FCNCA) in Q1 2018, closing a stake of 50 shares — an estimated $20K sold.

Taylor Hoffman Wealth Management first reported a position in FCNCA in Q4 2017 and held it in 1 quarter. The position peaked at $20K in Q4 2017. 165 funds tracked by Wall St. Rank hold FCNCA as of Q1 2018.

  • Taylor Hoffman Wealth Management reported no remaining First Citizens BancShares position as of Q1 2018 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 50 First Citizens BancShares shares in Q1 2018, an estimated $20K.
  • Taylor Hoffman Wealth Management first reported a position in First Citizens BancShares in Q4 2017 and held it in 1 quarter.
  • Taylor Hoffman Wealth Management's First Citizens BancShares position peaked at $20K in Q4 2017.
  • 165 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2018.

Based on Taylor Hoffman Wealth Management's 13F filing for Q1 2018, filed 10 May 2018.