JIP
FRC

Jaffetilchin Investment Partners’s First Republic Bank FRC Stock Holding History

Jaffetilchin Investment Partners’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
2017
Q4 		– Sell
-2,124
Closed -$222K – 311
2017
Q3 		$222K Hold
2,124
– – 0.05% 267
2017
Q2 		$213K Sell
2,124
-349
-14% -$33K 0.07% 209
2017
Q1 		$232K Buy
2,473
+28
+1% +$2.64K 0.06% 227
2016
Q4 		$225K Buy
+2,445
New +$200K 0.07% 215
2014
Q2 		– Sell
-7,192
Closed -$388K – 243
2014
Q1 		$388K Buy
+7,192
New +$371K 0.15% 104

Other funds holding FRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CWG
C WorldWide Group Copenhagen, Denmark $4.15B AUM 13.14% 1-Year Est. Return

Jaffetilchin Investment Partners's FRC Position: Q4 2017 in Review

Jaffetilchin Investment Partners sold out of First Republic Bank (FRC) in Q4 2017, closing a stake of 2,124 shares — an estimated $222K sold.

Jaffetilchin Investment Partners first reported a position in FRC in Q1 2014 and held it in 5 quarters. The position peaked at $388K in Q1 2014. 497 funds tracked by Wall St. Rank hold FRC as of Q4 2017.

  • Jaffetilchin Investment Partners reported no remaining First Republic Bank position as of Q4 2017 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 2,124 First Republic Bank shares in Q4 2017, an estimated $222K.
  • Jaffetilchin Investment Partners first reported a position in First Republic Bank in Q1 2014 and held it in 5 quarters.
  • Jaffetilchin Investment Partners's First Republic Bank position peaked at $388K in Q1 2014.
  • 497 funds tracked by Wall St. Rank held First Republic Bank as of Q4 2017.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2017, filed 10 Jan 2018.