Edge Wealth Management’s First Republic Bank FRC.PRE.CL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-1,000
Closed -$26K 649
2018
Q3
$26K Hold
1,000
0.01% 339
2018
Q2
$26K Hold
1,000
0.01% 330
2018
Q1
$26K Buy
+1,000
New +$26.3K 0.01% 289
2017
Q4
Sell
-1,000
Closed -$27K 585
2017
Q3
$27K Hold
1,000
0.01% 283
2017
Q2
$27K Buy
+1,000
New +$27.1K 0.01% 278
2017
Q1
Sell
-2,000
Closed -$54K 553
2016
Q4
$54K Hold
2,000
0.02% 182
2016
Q3
$55K Buy
+2,000
New +$55.8K 0.02% 174

Edge Wealth Management's FRC.PRE.CL Position: Q4 2018 in Review

Edge Wealth Management sold out of First Republic Bank (FRC.PRE.CL) in Q4 2018, closing a stake of 1,000 shares — an estimated $26K sold.

Edge Wealth Management first reported a position in FRC.PRE.CL in Q3 2016 and held it in 7 quarters. The position peaked at $55K in Q3 2016. 0 funds tracked by Wall St. Rank hold FRC.PRE.CL as of Q4 2018.

  • Edge Wealth Management reported no remaining First Republic Bank position as of Q4 2018 after selling out during the quarter.
  • Edge Wealth Management sold 1,000 First Republic Bank shares in Q4 2018, an estimated $26K.
  • Edge Wealth Management first reported a position in First Republic Bank in Q3 2016 and held it in 7 quarters.
  • Edge Wealth Management's First Republic Bank position peaked at $55K in Q3 2016.
  • 0 funds tracked by Wall St. Rank held First Republic Bank as of Q4 2018.

Based on Edge Wealth Management's 13F filing for Q4 2018, filed 11 Jan 2019.