Clarfeld Financial Advisors’s First Republic Bank FRC Stock Holding History

Clarfeld Financial 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
2018 Q4	$1K	Buy	+14	New	+$1.28K	﹤0.01%	517

Other funds holding FRC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Clarfeld Financial Advisors's FRC Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in First Republic Bank (FRC) in Q4 2018: 14 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #517 among its holdings.

506 funds tracked by Wall St. Rank hold FRC as of Q4 2018.

Clarfeld Financial Advisors held 14 shares of First Republic Bank worth $1K as of Q4 2018.
First Republic Bank was a new Clarfeld Financial Advisors position in Q4 2018.
First Republic Bank made up ﹤0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #517 holding.
506 funds tracked by Wall St. Rank held First Republic Bank as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.