CPP
FRC.PRB.CL

Crow Point Partners’s First Republic Bank FRC.PRB.CL Stock Holding History

Crow Point Partners’s Portfolio FRC.PRB.CL Stock Details FRC.PRB.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-20,000
Closed -$493K – 307
2014
Q2 		$493K Hold
20,000
– – 0.06% 125
2014
Q1 		$493K Buy
+20,000
New +$475K 0.06% 125

Other funds holding FRC.PRB.CL

BAM
Banta Asset Management Newport Beach, California $99.5M AUM
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return