Girard Partners’s First Republic Bank FRC Stock Holding History

Girard Partners’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	-50	Closed	-$4K	–	878
2018 Q3	$4K	Buy	+50	New	+$5.03K	﹤0.01%	865

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

Girard Partners's FRC Position: Q4 2018 in Review

Girard Partners sold out of First Republic Bank (FRC) in Q4 2018, closing a stake of 50 shares — an estimated $4K sold.

Girard Partners first reported a position in FRC in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 506 funds tracked by Wall St. Rank hold FRC as of Q4 2018.

Girard Partners reported no remaining First Republic Bank position as of Q4 2018 after selling out during the quarter.
Girard Partners sold 50 First Republic Bank shares in Q4 2018, an estimated $4K.
Girard Partners first reported a position in First Republic Bank in Q3 2018 and held it in 1 quarter.
Girard Partners's First Republic Bank position peaked at $4K in Q3 2018.
506 funds tracked by Wall St. Rank held First Republic Bank as of Q4 2018.

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