IIC
FRC

Integrated Investment Consultants’s First Republic Bank FRC Stock Holding History

Integrated Investment Consultants’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
Q2 		– Sell
-775
Closed -$72K – 750
2018
Q1 		$72K Buy
+775
New +$71.5K 0.03% 381
2017
Q3 		$85K Sell
809
-57
-7% -$5.66K 0.04% 329
2017
Q2 		$87K Hold
866
– – 0.04% 320
2017
Q1 		$81K Sell
866
-39
-4% -$3.67K 0.04% 331
2016
Q4 		$83K Sell
905
-226
-20% -$18.4K 0.04% 309
2016
Q3 		$84K Hold
1,131
– – 0.04% 312
2016
Q2 		$79K Buy
1,131
+31
+3% +$2.15K 0.04% 323
2016
Q1 		$71K Buy
+1,100
New +$70.5K 0.04% 302

Other funds holding FRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Integrated Investment Consultants's FRC Position: Q2 2018 in Review

Integrated Investment Consultants sold out of First Republic Bank (FRC) in Q2 2018, closing a stake of 775 shares — an estimated $72K sold.

Integrated Investment Consultants first reported a position in FRC in Q1 2016 and held it in 8 quarters. The position peaked at $87K in Q2 2017. 466 funds tracked by Wall St. Rank hold FRC as of Q2 2018.

  • Integrated Investment Consultants reported no remaining First Republic Bank position as of Q2 2018 after selling out during the quarter.
  • Integrated Investment Consultants sold 775 First Republic Bank shares in Q2 2018, an estimated $72K.
  • Integrated Investment Consultants first reported a position in First Republic Bank in Q1 2016 and held it in 8 quarters.
  • Integrated Investment Consultants's First Republic Bank position peaked at $87K in Q2 2017.
  • 466 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2018.

Based on Integrated Investment Consultants's 13F filing for Q2 2018, filed 1 Aug 2018.