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Tower View Wealth Management’s First Citizens BancShares FCNCA Stock Holding History

Tower View 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
Q4 		– Sell
-850
Closed -$384K – 149
2018
Q3 		$384K Sell
850
-4
-0.5% -$1.76K 0.34% 57
2018
Q2 		$345K Buy
854
+539
+171% +$232K 0.33% 56
2018
Q1 		$130K Buy
315
+15
+5% +$6.46K 0.13% 70
2017
Q4 		$121K Buy
+300
New +$120K 0.11% 73

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tower View Wealth Management's FCNCA Position: Q4 2018 in Review

Tower View Wealth Management sold out of First Citizens BancShares (FCNCA) in Q4 2018, closing a stake of 850 shares — an estimated $384K sold.

Tower View Wealth Management first reported a position in FCNCA in Q4 2017 and held it in 4 quarters. The position peaked at $384K in Q3 2018. 183 funds tracked by Wall St. Rank hold FCNCA as of Q4 2018.

  • Tower View Wealth Management reported no remaining First Citizens BancShares position as of Q4 2018 after selling out during the quarter.
  • Tower View Wealth Management sold 850 First Citizens BancShares shares in Q4 2018, an estimated $384K.
  • Tower View Wealth Management first reported a position in First Citizens BancShares in Q4 2017 and held it in 4 quarters.
  • Tower View Wealth Management's First Citizens BancShares position peaked at $384K in Q3 2018.
  • 183 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2018.

Based on Tower View Wealth Management's 13F filing for Q4 2018, filed 4 Jan 2019.