Ironwood Financial’s First Republic Bank FRC Stock Holding History

Ironwood Financial’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 Q1	–	Sell	-1	Closed	–	–	464
2014 Q4	$0	Buy	+1	New	+$50	﹤0.01%	424

Other funds holding FRC

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

AIM

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ironwood Financial's FRC Position: Q1 2015 in Review

Ironwood Financial sold out of First Republic Bank (FRC) in Q1 2015, closing a stake of 1 share.

Ironwood Financial first reported a position in FRC in Q4 2014 and held it in 1 quarter. The position peaked at $0 in Q4 2014. 342 funds tracked by Wall St. Rank hold FRC as of Q1 2015.

Ironwood Financial reported no remaining First Republic Bank position as of Q1 2015 after selling out during the quarter.
Ironwood Financial sold 1 First Republic Bank share in Q1 2015.
Ironwood Financial first reported a position in First Republic Bank in Q4 2014 and held it in 1 quarter.
Ironwood Financial's First Republic Bank position peaked at $0 in Q4 2014.
342 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2015.

Based on Ironwood Financial's 13F filing for Q1 2015, filed 6 May 2015.