GWM
FRC

Gupta Wealth Management’s First Republic Bank FRC Stock Holding History

Gupta Wealth 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
2016
Q1 		$14K Buy
212
+197
+1,313% +$12.6K ﹤0.01% 794
2015
Q4 		$1K Buy
+15
New +$991 ﹤0.01% 1214

Other funds holding FRC

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Gupta Wealth Management's FRC Position: Q1 2016 in Review

Gupta Wealth Management increased its First Republic Bank (FRC) stake by 1,313% in Q1 2016, buying an estimated $12.6K and bringing the position to 212 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #794.

Gupta Wealth Management first reported a position in FRC in Q4 2015 and has held it in 2 quarters since. 418 funds tracked by Wall St. Rank hold FRC as of Q1 2016.

  • Gupta Wealth Management held 212 shares of First Republic Bank worth $14K as of Q1 2016.
  • Gupta Wealth Management bought 197 First Republic Bank shares in Q1 2016, an estimated $12.6K.
  • First Republic Bank made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #794 holding.
  • Gupta Wealth Management first reported a position in First Republic Bank in Q4 2015 and has held it in 2 quarters since.
  • 418 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.