GIM
FRC

Guild Investment Management’s First Republic Bank FRC Stock Holding History

Guild Investment 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
2015
Q2 		– Sell
-15,000
Closed -$856K – 28
2015
Q1 		$856K Buy
+15,000
New +$816K 0.73% 25

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Guild Investment Management's FRC Position: Q2 2015 in Review

Guild Investment Management sold out of First Republic Bank (FRC) in Q2 2015, closing a stake of 15,000 shares — an estimated $856K sold.

Guild Investment Management first reported a position in FRC in Q1 2015 and held it in 1 quarter. The position peaked at $856K in Q1 2015. 369 funds tracked by Wall St. Rank hold FRC as of Q2 2015.

  • Guild Investment Management reported no remaining First Republic Bank position as of Q2 2015 after selling out during the quarter.
  • Guild Investment Management sold 15,000 First Republic Bank shares in Q2 2015, an estimated $856K.
  • Guild Investment Management first reported a position in First Republic Bank in Q1 2015 and held it in 1 quarter.
  • Guild Investment Management's First Republic Bank position peaked at $856K in Q1 2015.
  • 369 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2015.

Based on Guild Investment Management's 13F filing for Q2 2015, filed 21 Jul 2015.