DFIM
FRC

Detwiler Fenton Investment Management’s First Republic Bank FRC Stock Holding History

Detwiler Fenton Investment 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
2013
Q4 		– Sell
-10,100
Closed -$471K – 132
2013
Q3 		$471K Buy
+10,100
New +$442K 0.42% 58

Other funds holding FRC

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AIM
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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Detwiler Fenton Investment Management's FRC Position: Q4 2013 in Review

Detwiler Fenton Investment Management sold out of First Republic Bank (FRC) in Q4 2013, closing a stake of 10,100 shares — an estimated $471K sold.

Detwiler Fenton Investment Management first reported a position in FRC in Q3 2013 and held it in 1 quarter. The position peaked at $471K in Q3 2013. 306 funds tracked by Wall St. Rank hold FRC as of Q4 2013.

  • Detwiler Fenton Investment Management reported no remaining First Republic Bank position as of Q4 2013 after selling out during the quarter.
  • Detwiler Fenton Investment Management sold 10,100 First Republic Bank shares in Q4 2013, an estimated $471K.
  • Detwiler Fenton Investment Management first reported a position in First Republic Bank in Q3 2013 and held it in 1 quarter.
  • Detwiler Fenton Investment Management's First Republic Bank position peaked at $471K in Q3 2013.
  • 306 funds tracked by Wall St. Rank held First Republic Bank as of Q4 2013.

Based on Detwiler Fenton Investment Management's 13F filing for Q4 2013, filed 14 Feb 2014.