IMS
FRC

Index Management Solutions’s First Republic Bank FRC Stock Holding History

Index Management Solutions’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
Q3 		$18K Buy
289
+206
+248% +$12.9K 0.02% 437
2015
Q2 		$5K Buy
+83
New +$5.02K ﹤0.01% 691

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Index Management Solutions's FRC Position: Q3 2015 in Review

Index Management Solutions increased its First Republic Bank (FRC) stake by 248% in Q3 2015, buying an estimated $12.9K and bringing the position to 289 shares worth $18K. The position accounts for 0.02% of the portfolio, ranked #437.

Index Management Solutions first reported a position in FRC in Q2 2015 and has held it in 2 quarters since. 368 funds tracked by Wall St. Rank hold FRC as of Q3 2015.

  • Index Management Solutions held 289 shares of First Republic Bank worth $18K as of Q3 2015.
  • Index Management Solutions bought 206 First Republic Bank shares in Q3 2015, an estimated $12.9K.
  • First Republic Bank made up 0.02% of Index Management Solutions's portfolio in Q3 2015, its #437 holding.
  • Index Management Solutions first reported a position in First Republic Bank in Q2 2015 and has held it in 2 quarters since.
  • 368 funds tracked by Wall St. Rank held First Republic Bank as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.