RIM
FRC

Rampart Investment Management’s First Republic Bank FRC Stock Holding History

Rampart Investment 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
2020
Q3 		– Sell
-1,277
Closed -$135K – 540
2020
Q2 		$135K Buy
1,277
+14
+1% +$1.44K 0.02% 431
2020
Q1 		$104K Sell
1,263
-758
-38% -$80.2K 0.05% 317
2019
Q4 		$237K Buy
2,021
+100
+5% +$10.8K 0.03% 431
2019
Q3 		$186K Sell
1,921
-197
-9% -$18.7K 0.02% 443
2019
Q2 		$207K Sell
2,118
-2,979
-58% -$300K 0.02% 450
2019
Q1 		$512K Buy
+5,097
New +$502K 0.06% 313

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Rampart Investment Management's FRC Position: Q3 2020 in Review

Rampart Investment Management sold out of First Republic Bank (FRC) in Q3 2020, closing a stake of 1,277 shares — an estimated $135K sold.

Rampart Investment Management first reported a position in FRC in Q1 2019 and held it in 6 quarters. The position peaked at $512K in Q1 2019. 566 funds tracked by Wall St. Rank hold FRC as of Q3 2020.

  • Rampart Investment Management reported no remaining First Republic Bank position as of Q3 2020 after selling out during the quarter.
  • Rampart Investment Management sold 1,277 First Republic Bank shares in Q3 2020, an estimated $135K.
  • Rampart Investment Management first reported a position in First Republic Bank in Q1 2019 and held it in 6 quarters.
  • Rampart Investment Management's First Republic Bank position peaked at $512K in Q1 2019.
  • 566 funds tracked by Wall St. Rank held First Republic Bank as of Q3 2020.

Based on Rampart Investment Management's 13F filing for Q3 2020, filed 13 Nov 2020.