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Girard Partners’s First Bank FRBA Stock Holding History

Girard Partners’s Portfolio FRBA Stock Details FRBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,000
Closed -$39K – 430
2018
Q3 		$39K Buy
+3,000
New +$42.3K 0.01% 489
2018
Q1 		– Sell
-10,000
Closed -$139K – 270
2017
Q4 		$139K Buy
+10,000
New +$134K 0.03% 273

Other funds holding FRBA

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Girard Partners's FRBA Position: Q4 2018 in Review

Girard Partners sold out of First Bank (FRBA) in Q4 2018, closing a stake of 3,000 shares — an estimated $39K sold.

Girard Partners first reported a position in FRBA in Q4 2017 and held it in 2 quarters. The position peaked at $139K in Q4 2017. 56 funds tracked by Wall St. Rank hold FRBA as of Q4 2018.

  • Girard Partners reported no remaining First Bank position as of Q4 2018 after selling out during the quarter.
  • Girard Partners sold 3,000 First Bank shares in Q4 2018, an estimated $39K.
  • Girard Partners first reported a position in First Bank in Q4 2017 and held it in 2 quarters.
  • Girard Partners's First Bank position peaked at $139K in Q4 2017.
  • 56 funds tracked by Wall St. Rank held First Bank as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.