Clear Perspective Advisors’s First Republic Bank FRC Stock Holding History

Clear Perspective 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 Q3	–	Sell	-41	Closed	-$4K	–	467
2018 Q2	$4K	Hold	41	–	–	﹤0.01%	436
2018 Q1	$4K	Buy	+41	New	+$3.78K	﹤0.01%	426

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

Clear Perspective Advisors's FRC Position: Q3 2018 in Review

Clear Perspective Advisors sold out of First Republic Bank (FRC) in Q3 2018, closing a stake of 41 shares — an estimated $4K sold.

Clear Perspective Advisors first reported a position in FRC in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q2 2018. 495 funds tracked by Wall St. Rank hold FRC as of Q3 2018.

Clear Perspective Advisors reported no remaining First Republic Bank position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 41 First Republic Bank shares in Q3 2018, an estimated $4K.
Clear Perspective Advisors first reported a position in First Republic Bank in Q1 2018 and held it in 2 quarters.
Clear Perspective Advisors's First Republic Bank position peaked at $4K in Q2 2018.
495 funds tracked by Wall St. Rank held First Republic Bank as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.