TI
FCB

Truepoint Inc’s FCB Financial Holdings, Inc. FCB Stock Holding History

Truepoint Inc’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
2018
Q2 		– Sell
-202
Closed -$3.95K – 115
2018
Q1 		$3.95K Sell
202
-3,745
-95% -$205K 0.03% 62
2017
Q4 		$201K Buy
3,947
+3,000
+317% +$147K 0.02% 91
2017
Q3 		$46K Sell
947
-4,735
-83% -$216K ﹤0.01% 101
2017
Q2 		$267K Buy
+5,682
New +$269K 0.03% 88

Other funds holding FCB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.56T 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
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Truepoint Inc's FCB Position: Q2 2018 in Review

Truepoint Inc sold out of FCB Financial Holdings, Inc. (FCB) in Q2 2018, closing a stake of 202 shares — an estimated $3.95K sold.

Truepoint Inc first reported a position in FCB in Q2 2017 and held it in 4 quarters. The position peaked at $267K in Q2 2017. 204 funds tracked by Wall St. Rank hold FCB as of Q2 2018.

  • Truepoint Inc reported no remaining FCB Financial Holdings, Inc. position as of Q2 2018 after selling out during the quarter.
  • Truepoint Inc sold 202 FCB Financial Holdings, Inc. shares in Q2 2018, an estimated $3.95K.
  • Truepoint Inc first reported a position in FCB Financial Holdings, Inc. in Q2 2017 and held it in 4 quarters.
  • Truepoint Inc's FCB Financial Holdings, Inc. position peaked at $267K in Q2 2017.
  • 204 funds tracked by Wall St. Rank held FCB Financial Holdings, Inc. as of Q2 2018.

Based on Truepoint Inc's 13F filing for Q2 2018, filed 9 Aug 2018.