NMIS
FRC

Northwestern Mutual Investment Services’s First Republic Bank FRC Stock Holding History

Northwestern Mutual Investment Services’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
Q4 		– Sell
-30
Closed -$2K – 393
2015
Q3 		$2K Buy
+30
New +$1.88K ﹤0.01% 203

Other funds holding FRC

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Northwestern Mutual Investment Services's FRC Position: Q4 2015 in Review

Northwestern Mutual Investment Services sold out of First Republic Bank (FRC) in Q4 2015, closing a stake of 30 shares — an estimated $2K sold.

Northwestern Mutual Investment Services first reported a position in FRC in Q3 2015 and held it in 1 quarter. The position peaked at $2K in Q3 2015. 413 funds tracked by Wall St. Rank hold FRC as of Q4 2015.

  • Northwestern Mutual Investment Services reported no remaining First Republic Bank position as of Q4 2015 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 30 First Republic Bank shares in Q4 2015, an estimated $2K.
  • Northwestern Mutual Investment Services first reported a position in First Republic Bank in Q3 2015 and held it in 1 quarter.
  • Northwestern Mutual Investment Services's First Republic Bank position peaked at $2K in Q3 2015.
  • 413 funds tracked by Wall St. Rank held First Republic Bank as of Q4 2015.

Based on Northwestern Mutual Investment Services's 13F filing for Q4 2015, filed 16 Feb 2016.