BWA
FRC

Burt Wealth Advisors’s First Republic Bank FRC Stock Holding History

Burt Wealth Advisors’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
2016
Q2 		– Sell
-19
Closed -$1K – 575
2016
Q1 		$1K Buy
+19
New +$1.22K ﹤0.01% 577

Other funds holding FRC

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Burt Wealth Advisors's FRC Position: Q2 2016 in Review

Burt Wealth Advisors sold out of First Republic Bank (FRC) in Q2 2016, closing a stake of 19 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in FRC in Q1 2016 and held it in 1 quarter. The position peaked at $1K in Q1 2016. 434 funds tracked by Wall St. Rank hold FRC as of Q2 2016.

  • Burt Wealth Advisors reported no remaining First Republic Bank position as of Q2 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 19 First Republic Bank shares in Q2 2016, an estimated $1K.
  • Burt Wealth Advisors first reported a position in First Republic Bank in Q1 2016 and held it in 1 quarter.
  • Burt Wealth Advisors's First Republic Bank position peaked at $1K in Q1 2016.
  • 434 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.