GWA
FRC.PRE.CL

Genesis Wealth Advisors’s First Republic Bank FRC.PRE.CL Stock Holding History

Genesis Wealth Advisors’s Portfolio FRC.PRE.CL Stock Details FRC.PRE.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-2,800
Closed -$77.5K – 521
2015
Q1 		$77.5K Hold
2,800
– – 0.06% 152
2014
Q4 		$77.4K Buy
+2,800
New +$76.1K 0.06% 168

Other funds holding FRC.PRE.CL

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

Genesis Wealth Advisors's FRC.PRE.CL Position: Q2 2015 in Review

Genesis Wealth Advisors sold out of First Republic Bank (FRC.PRE.CL) in Q2 2015, closing a stake of 2,800 shares — an estimated $77.5K sold.

Genesis Wealth Advisors first reported a position in FRC.PRE.CL in Q4 2014 and held it in 2 quarters. The position peaked at $77.5K in Q1 2015. 2 funds tracked by Wall St. Rank hold FRC.PRE.CL as of Q2 2015.

  • Genesis Wealth Advisors reported no remaining First Republic Bank position as of Q2 2015 after selling out during the quarter.
  • Genesis Wealth Advisors sold 2,800 First Republic Bank shares in Q2 2015, an estimated $77.5K.
  • Genesis Wealth Advisors first reported a position in First Republic Bank in Q4 2014 and held it in 2 quarters.
  • Genesis Wealth Advisors's First Republic Bank position peaked at $77.5K in Q1 2015.
  • 2 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.