EWM
FRC

Elite Wealth Management’s First Republic Bank FRC Stock Holding History

Elite Wealth 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
2014
Q1 		– Sell
-30
Closed -$2K – 693
2013
Q4 		$2K Buy
+30
New +$1.5K ﹤0.01% 716

Other funds holding FRC

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Elite Wealth Management's FRC Position: Q1 2014 in Review

Elite Wealth Management sold out of First Republic Bank (FRC) in Q1 2014, closing a stake of 30 shares — an estimated $2K sold.

Elite Wealth Management first reported a position in FRC in Q4 2013 and held it in 1 quarter. The position peaked at $2K in Q4 2013. 326 funds tracked by Wall St. Rank hold FRC as of Q1 2014.

  • Elite Wealth Management reported no remaining First Republic Bank position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 30 First Republic Bank shares in Q1 2014, an estimated $2K.
  • Elite Wealth Management first reported a position in First Republic Bank in Q4 2013 and held it in 1 quarter.
  • Elite Wealth Management's First Republic Bank position peaked at $2K in Q4 2013.
  • 326 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.