LA
FRC

Legacy Advisors’s First Republic Bank FRC Stock Holding History

Legacy Advisors’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
-60
Closed -$6K – 420
2018
Q3 		$6K Hold
60
– – ﹤0.01% 405
2018
Q2 		$6K Buy
+60
New +$5.79K ﹤0.01% 344
2018
Q1 		– Sell
-43
Closed -$3K – 466
2017
Q4 		$3K Buy
+43
New +$4.08K ﹤0.01% 322

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Legacy Advisors's FRC Position: Q4 2018 in Review

Legacy Advisors sold out of First Republic Bank (FRC) in Q4 2018, closing a stake of 60 shares — an estimated $6K sold.

Legacy Advisors first reported a position in FRC in Q4 2017 and held it in 3 quarters. The position peaked at $6K in Q3 2018. 506 funds tracked by Wall St. Rank hold FRC as of Q4 2018.

  • Legacy Advisors reported no remaining First Republic Bank position as of Q4 2018 after selling out during the quarter.
  • Legacy Advisors sold 60 First Republic Bank shares in Q4 2018, an estimated $6K.
  • Legacy Advisors first reported a position in First Republic Bank in Q4 2017 and held it in 3 quarters.
  • Legacy Advisors's First Republic Bank position peaked at $6K in Q3 2018.
  • 506 funds tracked by Wall St. Rank held First Republic Bank as of Q4 2018.

Based on Legacy Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.