CIP
FRC

Convergence Investment Partners’s First Republic Bank FRC Stock Holding History

Convergence Investment Partners’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
2014
Q2 		– Sell
-34,034
Closed -$1.84M – 435
2014
Q1 		$1.84M Buy
+34,034
New +$1.75M 0.28% 121

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Goldman Sachs
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
IIS
Ignis Investment Services Edinburgh, United Kingdom $29.9B AUM
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Convergence Investment Partners's FRC Position: Q2 2014 in Review

Convergence Investment Partners sold out of First Republic Bank (FRC) in Q2 2014, closing a stake of 34,034 shares — an estimated $1.84M sold.

Convergence Investment Partners first reported a position in FRC in Q1 2014 and held it in 1 quarter. The position peaked at $1.84M in Q1 2014. 329 funds tracked by Wall St. Rank hold FRC as of Q2 2014.

  • Convergence Investment Partners reported no remaining First Republic Bank position as of Q2 2014 after selling out during the quarter.
  • Convergence Investment Partners sold 34,034 First Republic Bank shares in Q2 2014, an estimated $1.84M.
  • Convergence Investment Partners first reported a position in First Republic Bank in Q1 2014 and held it in 1 quarter.
  • Convergence Investment Partners's First Republic Bank position peaked at $1.84M in Q1 2014.
  • 329 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2014.

Based on Convergence Investment Partners's 13F filing for Q2 2014, filed 13 Aug 2014.