CFG
FRC

CMC Financial Group’s First Republic Bank FRC Stock Holding History

CMC Financial Group’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
-10,756
Closed -$1.26M – 43
2019
Q4 		$1.26M Buy
+10,756
New +$1.16M 1.07% 11

Other funds holding FRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CMC Financial Group's FRC Position: Q1 2020 in Review

CMC Financial Group sold out of First Republic Bank (FRC) in Q1 2020, closing a stake of 10,756 shares — an estimated $1.26M sold.

CMC Financial Group first reported a position in FRC in Q4 2019 and held it in 1 quarter. The position peaked at $1.26M in Q4 2019. 543 funds tracked by Wall St. Rank hold FRC as of Q1 2020.

  • CMC Financial Group reported no remaining First Republic Bank position as of Q1 2020 after selling out during the quarter.
  • CMC Financial Group sold 10,756 First Republic Bank shares in Q1 2020, an estimated $1.26M.
  • CMC Financial Group first reported a position in First Republic Bank in Q4 2019 and held it in 1 quarter.
  • CMC Financial Group's First Republic Bank position peaked at $1.26M in Q4 2019.
  • 543 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2020.

Based on CMC Financial Group's 13F filing for Q1 2020, filed 6 May 2020.