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Advisor Group’s First Bank FRBA Stock Holding History

Advisor Group’s Portfolio FRBA Stock Details FRBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-3,200
Closed -$43K – 4992
2017
Q3 		$43K Hold
3,200
– – ﹤0.01% 3052
2017
Q2 		$37K Buy
3,200
+2,500
+357% +$30.6K ﹤0.01% 3043
2017
Q1 		$8K Buy
+700
New +$8.84K ﹤0.01% 3898

Other funds holding FRBA

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

Advisor Group's FRBA Position: Q4 2017 in Review

Advisor Group sold out of First Bank (FRBA) in Q4 2017, closing a stake of 3,200 shares — an estimated $43K sold.

Advisor Group first reported a position in FRBA in Q1 2017 and held it in 3 quarters. The position peaked at $43K in Q3 2017. 39 funds tracked by Wall St. Rank hold FRBA as of Q4 2017.

  • Advisor Group reported no remaining First Bank position as of Q4 2017 after selling out during the quarter.
  • Advisor Group sold 3,200 First Bank shares in Q4 2017, an estimated $43K.
  • Advisor Group first reported a position in First Bank in Q1 2017 and held it in 3 quarters.
  • Advisor Group's First Bank position peaked at $43K in Q3 2017.
  • 39 funds tracked by Wall St. Rank held First Bank as of Q4 2017.

Based on Advisor Group's 13F filing for Q4 2017, filed 14 Feb 2018.