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Turner Investments’s First Bancorp FBP Stock Holding History

Turner Investments’s Portfolio FBP Stock Details FBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-147,740
Closed -$867K – 455
2014
Q4 		$867K Buy
+147,740
New +$765K 0.1% 291

Other funds holding FBP

THLTP
Thomas H. Lee (THL) Partners Boston, Massachusetts $205M AUM 1.84% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Turner Investments's FBP Position: Q1 2015 in Review

Turner Investments sold out of First Bancorp (FBP) in Q1 2015, closing a stake of 147,740 shares — an estimated $867K sold.

Turner Investments first reported a position in FBP in Q4 2014 and held it in 1 quarter. The position peaked at $867K in Q4 2014. 147 funds tracked by Wall St. Rank hold FBP as of Q1 2015.

  • Turner Investments reported no remaining First Bancorp position as of Q1 2015 after selling out during the quarter.
  • Turner Investments sold 147,740 First Bancorp shares in Q1 2015, an estimated $867K.
  • Turner Investments first reported a position in First Bancorp in Q4 2014 and held it in 1 quarter.
  • Turner Investments's First Bancorp position peaked at $867K in Q4 2014.
  • 147 funds tracked by Wall St. Rank held First Bancorp as of Q1 2015.

Based on Turner Investments's 13F filing for Q1 2015, filed 12 May 2015.