Brookmont Capital Management’s First Republic Bank FRC Stock Holding History

Brookmont Capital Management’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 Q1	–	Sell	-2,187	Closed	-$257K	–	71
2019 Q4	$257K	Sell	2,187 -216	-9%	-$23.3K	0.15%	68
2019 Q3	$232K	Sell	2,403 -849	-26%	-$80.5K	0.13%	68
2019 Q2	$318K	Hold	3,252	–	–	0.19%	62
2019 Q1	$327K	Hold	3,252	–	–	0.2%	62
2018 Q4	$283K	Buy	3,252 +315	+11%	+$28.8K	0.19%	61
2018 Q3	$282K	Hold	2,937	–	–	0.17%	66
2018 Q2	$284K	Buy	2,937 +707	+32%	+$68.3K	0.18%	66
2018 Q1	$207K	Buy	+2,230	New	+$206K	0.14%	68
2017 Q4	–	Sell	-2,007	Closed	-$210K	–	70
2017 Q3	$210K	Buy	+2,007	New	+$199K	0.12%	62

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

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

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

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

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

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

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

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

Brookmont Capital Management's FRC Position: Q1 2020 in Review

Brookmont Capital Management sold out of First Republic Bank (FRC) in Q1 2020, closing a stake of 2,187 shares — an estimated $257K sold.

Brookmont Capital Management first reported a position in FRC in Q3 2017 and held it in 9 quarters. The position peaked at $327K in Q1 2019. 543 funds tracked by Wall St. Rank hold FRC as of Q1 2020.

Brookmont Capital Management reported no remaining First Republic Bank position as of Q1 2020 after selling out during the quarter.
Brookmont Capital Management sold 2,187 First Republic Bank shares in Q1 2020, an estimated $257K.
Brookmont Capital Management first reported a position in First Republic Bank in Q3 2017 and held it in 9 quarters.
Brookmont Capital Management's First Republic Bank position peaked at $327K in Q1 2019.
543 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2020.

Based on Brookmont Capital Management's 13F filing for Q1 2020, filed 28 Apr 2020.