Bridgeworth’s First Republic Bank FRC Stock Holding History

Bridgeworth’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
2018 Q3	–	Sell	-32	Closed	-$3K	–	583
2018 Q2	$3K	Buy	+32	New	+$3.09K	﹤0.01%	557

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Bridgeworth's FRC Position: Q3 2018 in Review

Bridgeworth sold out of First Republic Bank (FRC) in Q3 2018, closing a stake of 32 shares — an estimated $3K sold.

Bridgeworth first reported a position in FRC in Q2 2018 and held it in 1 quarter. The position peaked at $3K in Q2 2018. 495 funds tracked by Wall St. Rank hold FRC as of Q3 2018.

Bridgeworth reported no remaining First Republic Bank position as of Q3 2018 after selling out during the quarter.
Bridgeworth sold 32 First Republic Bank shares in Q3 2018, an estimated $3K.
Bridgeworth first reported a position in First Republic Bank in Q2 2018 and held it in 1 quarter.
Bridgeworth's First Republic Bank position peaked at $3K in Q2 2018.
495 funds tracked by Wall St. Rank held First Republic Bank as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.