MBE
FRC

Michael B. Elefante’s First Republic Bank FRC Stock Holding History

Michael B. Elefante’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
2014
Q4 		$154K Buy
2,955
+230
+8% +$11.6K 0.17% 85
2014
Q3 		$135K Hold
2,725
– – 0.06% 110
2014
Q2 		$150K Sell
2,725
-395
-13% -$20.8K 0.06% 119
2014
Q1 		$168K Buy
+3,120
New +$161K 0.07% 111

Other funds holding FRC

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
abrdn Investment Management
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Harding Loevner
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Michael B. Elefante's FRC Position: Q4 2014 in Review

Michael B. Elefante increased its First Republic Bank (FRC) stake by 8.4% in Q4 2014, buying an estimated $11.6K and bringing the position to 2,955 shares worth $154K. The position accounts for 0.17% of the portfolio, ranked #85.

Michael B. Elefante first reported a position in FRC in Q1 2014 and has held it in 4 quarters since. The position peaked at $168K in Q1 2014. 334 funds tracked by Wall St. Rank hold FRC as of Q4 2014.

  • Michael B. Elefante held 2,955 shares of First Republic Bank worth $154K as of Q4 2014.
  • Michael B. Elefante bought 230 First Republic Bank shares in Q4 2014, an estimated $11.6K.
  • First Republic Bank made up 0.17% of Michael B. Elefante's portfolio in Q4 2014, its #85 holding.
  • Michael B. Elefante first reported a position in First Republic Bank in Q1 2014 and has held it in 4 quarters since.
  • Michael B. Elefante's First Republic Bank position peaked at $168K in Q1 2014.
  • 334 funds tracked by Wall St. Rank held First Republic Bank as of Q4 2014.

Based on Michael B. Elefante's 13F filing for Q4 2014, filed 13 Feb 2015.