CWAM
FRC

Columbia Wanger Asset Management’s First Republic Bank FRC Stock Holding History

Columbia Wanger Asset 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
2017
Q1 		– Sell
-491,648
Closed -$45.3M – 210
2016
Q4 		$45.3M Buy
491,648
+130,648
+36% +$10.7M 0.64% 57
2016
Q3 		$27.8M Buy
+361,000
New +$26.6M 0.36% 121

Other funds holding FRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Columbia Wanger Asset Management's FRC Position: Q1 2017 in Review

Columbia Wanger Asset Management sold out of First Republic Bank (FRC) in Q1 2017, closing a stake of 491,648 shares — an estimated $45.3M sold.

Columbia Wanger Asset Management first reported a position in FRC in Q3 2016 and held it in 2 quarters. The position peaked at $45.3M in Q4 2016. 479 funds tracked by Wall St. Rank hold FRC as of Q1 2017.

  • Columbia Wanger Asset Management reported no remaining First Republic Bank position as of Q1 2017 after selling out during the quarter.
  • Columbia Wanger Asset Management sold 491,648 First Republic Bank shares in Q1 2017, an estimated $45.3M.
  • Columbia Wanger Asset Management first reported a position in First Republic Bank in Q3 2016 and held it in 2 quarters.
  • Columbia Wanger Asset Management's First Republic Bank position peaked at $45.3M in Q4 2016.
  • 479 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2017.

Based on Columbia Wanger Asset Management's 13F filing for Q1 2017, filed 12 May 2017.