Gideon Capital Advisors’s First Republic Bank FRC Stock Holding History

Gideon Capital Advisors’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
2018 Q4	–	Sell	-4,526	Closed	-$434K	–	537
2018 Q3	$434K	Buy	+4,526	New	+$456K	0.2%	173
2016 Q2	–	Sell	-3,334	Closed	-$222K	–	260
2016 Q1	$222K	Sell	3,334 -6,392	-66%	-$410K	0.28%	118
2015 Q4	$642K	Buy	+9,726	New	+$643K	0.47%	82

Other funds holding FRC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Gideon Capital Advisors's FRC Position: Q4 2018 in Review

Gideon Capital Advisors sold out of First Republic Bank (FRC) in Q4 2018, closing a stake of 4,526 shares — an estimated $434K sold.

Gideon Capital Advisors first reported a position in FRC in Q4 2015 and held it in 3 quarters. The position peaked at $642K in Q4 2015. 506 funds tracked by Wall St. Rank hold FRC as of Q4 2018.

Gideon Capital Advisors reported no remaining First Republic Bank position as of Q4 2018 after selling out during the quarter.
Gideon Capital Advisors sold 4,526 First Republic Bank shares in Q4 2018, an estimated $434K.
Gideon Capital Advisors first reported a position in First Republic Bank in Q4 2015 and held it in 3 quarters.
Gideon Capital Advisors's First Republic Bank position peaked at $642K in Q4 2015.
506 funds tracked by Wall St. Rank held First Republic Bank as of Q4 2018.

Based on Gideon Capital Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.