Arden Trust’s First Republic Bank FRC Stock Holding History

Arden Trust’s Portfolio FRC Stock Details FRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-25	Closed	-$2K	–	790
2020 Q1	$2K	Buy	+25	New	+$2.65K	﹤0.01%	710
2017 Q2	–	Sell	-2,932	Closed	-$275K	–	369
2017 Q1	$275K	Sell	2,932 -334	-10%	-$31.4K	0.04%	295
2016 Q4	$301K	Buy	+3,266	New	+$267K	0.05%	273
2016 Q2	–	Sell	-6,233	Closed	-$415K	–	661
2016 Q1	$415K	Buy	6,233 +1,583	+34%	+$101K	0.03%	403
2015 Q4	$308K	Sell	4,650 -87	-2%	-$5.75K	0.03%	458
2015 Q3	$298K	Buy	4,737 +736	+18%	+$46.1K	0.02%	515
2015 Q2	$252	Sell	4,001 -59	-1%	-$3.57K	0.04%	371
2015 Q1	$232	Buy	+4,060	New	+$221K	0.03%	378

Other funds holding FRC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Arden Trust's FRC Position: Q2 2020 in Review

Arden Trust sold out of First Republic Bank (FRC) in Q2 2020, closing a stake of 25 shares — an estimated $2K sold.

Arden Trust first reported a position in FRC in Q1 2015 and held it in 8 quarters. The position peaked at $415K in Q1 2016. 580 funds tracked by Wall St. Rank hold FRC as of Q2 2020.

Arden Trust reported no remaining First Republic Bank position as of Q2 2020 after selling out during the quarter.
Arden Trust sold 25 First Republic Bank shares in Q2 2020, an estimated $2K.
Arden Trust first reported a position in First Republic Bank in Q1 2015 and held it in 8 quarters.
Arden Trust's First Republic Bank position peaked at $415K in Q1 2016.
580 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2020.

Based on Arden Trust's 13F filing for Q2 2020, filed 9 Jul 2020.