KJWM
FRC

Kiley Juergens Wealth Management’s First Republic Bank FRC Stock Holding History

Kiley Juergens Wealth 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
2018
Q4 		– Sell
-175
Closed -$16K – 707
2018
Q3 		$16K Hold
175
– – 0.01% 405
2018
Q2 		$16K Buy
+175
New +$16.9K 0.01% 367
2018
Q1 		– Sell
-175
Closed -$15K – 646
2017
Q4 		$15K Buy
+175
New +$16.6K 0.01% 407

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Kiley Juergens Wealth Management's FRC Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of First Republic Bank (FRC) in Q4 2018, closing a stake of 175 shares — an estimated $16K sold.

Kiley Juergens Wealth Management first reported a position in FRC in Q4 2017 and held it in 3 quarters. The position peaked at $16K in Q3 2018. 506 funds tracked by Wall St. Rank hold FRC as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining First Republic Bank position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 175 First Republic Bank shares in Q4 2018, an estimated $16K.
  • Kiley Juergens Wealth Management first reported a position in First Republic Bank in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's First Republic Bank position peaked at $16K in Q3 2018.
  • 506 funds tracked by Wall St. Rank held First Republic Bank as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.