Boston Private Bank & Trust’s First Republic Bank FRC Stock Holding History

Boston Private Bank & 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
2015 Q1	$53K	Hold	921	–	–	﹤0.01%	556
2014 Q4	$48K	Buy	921 +46	+5%	+$2.31K	﹤0.01%	590
2014 Q3	$43K	Hold	875	–	–	﹤0.01%	621
2014 Q2	$48K	Hold	875	–	–	﹤0.01%	581
2014 Q1	$47K	Hold	875	–	–	﹤0.01%	605
2013 Q4	$46K	Hold	875	–	–	﹤0.01%	606
2013 Q3	$41K	Hold	875	–	–	﹤0.01%	591
2013 Q2	$34K	Buy	+875	New	+$33.5K	﹤0.01%	597

Other funds holding FRC

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

AIM

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Private Bank & Trust's FRC Position: Q1 2015 in Review

Boston Private Bank & Trust held its First Republic Bank (FRC) position steady in Q1 2015 at 921 shares worth $53K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Boston Private Bank & Trust first reported a position in FRC in Q2 2013 and has held it in 8 quarters since. 342 funds tracked by Wall St. Rank hold FRC as of Q1 2015.

Boston Private Bank & Trust held 921 shares of First Republic Bank worth $53K as of Q1 2015.
Boston Private Bank & Trust left its First Republic Bank share count unchanged in Q1 2015.
First Republic Bank made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #556 holding.
Boston Private Bank & Trust first reported a position in First Republic Bank in Q2 2013 and has held it in 8 quarters since.
342 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.