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UBS’s First Citizens BancShares FCNCA Stock Holding History

UBS’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
2014
Q3 		$289K Buy
1,335
+50
+4% +$11.3K ﹤0.01% 4806
2014
Q2 		$315K Sell
1,285
-509
-28% -$119K ﹤0.01% 4681
2014
Q1 		$432K Buy
1,794
+473
+36% +$106K ﹤0.01% 4389
2013
Q4 		$295K Sell
1,321
-322
-20% -$69.5K ﹤0.01% 4873
2013
Q3 		$338K Buy
1,643
+627
+62% +$129K ﹤0.01% 4572
2013
Q2 		$195K Buy
+1,016
New +$195K ﹤0.01% 5124

Other funds holding FCNCA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

UBS's FCNCA Position: Q3 2014 in Review

UBS increased its First Citizens BancShares (FCNCA) stake by 3.9% in Q3 2014, buying an estimated $11.3K and bringing the position to 1,335 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #4806.

UBS first reported a position in FCNCA in Q2 2013 and has held it in 6 quarters since. The position peaked at $432K in Q1 2014. 113 funds tracked by Wall St. Rank hold FCNCA as of Q3 2014.

  • UBS held 1,335 shares of First Citizens BancShares worth $289K as of Q3 2014.
  • UBS bought 50 First Citizens BancShares shares in Q3 2014, an estimated $11.3K.
  • First Citizens BancShares made up ﹤0.01% of UBS's portfolio in Q3 2014, its #4806 holding.
  • UBS first reported a position in First Citizens BancShares in Q2 2013 and has held it in 6 quarters since.
  • UBS's First Citizens BancShares position peaked at $432K in Q1 2014.
  • 113 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.