ICRM
FRC

Insight Capital Research & Management’s First Republic Bank FRC Stock Holding History

Insight Capital Research & 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
Q3 		– Sell
-60,421
Closed -$4.23M – 133
2016
Q2 		$4.23M Sell
60,421
-7,619
-11% -$528K 1.47% 14
2016
Q1 		$4.53M Sell
68,040
-2,638
-4% -$169K 1.4% 26
2015
Q4 		$4.67M Buy
70,678
+3,165
+5% +$209K 1.36% 27
2015
Q3 		$4.24M Buy
+67,513
New +$4.22M 1.28% 34

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Insight Capital Research & Management's FRC Position: Q3 2016 in Review

Insight Capital Research & Management sold out of First Republic Bank (FRC) in Q3 2016, closing a stake of 60,421 shares — an estimated $4.23M sold.

Insight Capital Research & Management first reported a position in FRC in Q3 2015 and held it in 4 quarters. The position peaked at $4.67M in Q4 2015. 453 funds tracked by Wall St. Rank hold FRC as of Q3 2016.

  • Insight Capital Research & Management reported no remaining First Republic Bank position as of Q3 2016 after selling out during the quarter.
  • Insight Capital Research & Management sold 60,421 First Republic Bank shares in Q3 2016, an estimated $4.23M.
  • Insight Capital Research & Management first reported a position in First Republic Bank in Q3 2015 and held it in 4 quarters.
  • Insight Capital Research & Management's First Republic Bank position peaked at $4.67M in Q4 2015.
  • 453 funds tracked by Wall St. Rank held First Republic Bank as of Q3 2016.

Based on Insight Capital Research & Management's 13F filing for Q3 2016, filed 24 Oct 2016.