RNS
FRC

Robert N. Shapiro’s First Republic Bank FRC Stock Holding History

Robert N. Shapiro’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 		$19K Buy
360
+50
+16% +$2.52K ﹤0.01% 628
2014
Q3 		$15K Hold
310
– – ﹤0.01% 662
2014
Q2 		$17K Hold
310
– – ﹤0.01% 601
2014
Q1 		$17K Sell
310
-20
-6% -$1.03K ﹤0.01% 593
2013
Q4 		$17K Sell
330
-245
-43% -$12.3K ﹤0.01% 598
2013
Q3 		$27K Hold
575
– – ﹤0.01% 738
2013
Q2 		$22K Buy
+575
New +$22K ﹤0.01% 724

Other funds holding FRC

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
AIM
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 $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Robert N. Shapiro's FRC Position: Q4 2014 in Review

Robert N. Shapiro increased its First Republic Bank (FRC) stake by 16% in Q4 2014, buying an estimated $2.52K and bringing the position to 360 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #628.

Robert N. Shapiro first reported a position in FRC in Q2 2013 and has held it in 7 quarters since. The position peaked at $27K in Q3 2013. 334 funds tracked by Wall St. Rank hold FRC as of Q4 2014.

  • Robert N. Shapiro held 360 shares of First Republic Bank worth $19K as of Q4 2014.
  • Robert N. Shapiro bought 50 First Republic Bank shares in Q4 2014, an estimated $2.52K.
  • First Republic Bank made up ﹤0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #628 holding.
  • Robert N. Shapiro first reported a position in First Republic Bank in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's First Republic Bank position peaked at $27K in Q3 2013.
  • 334 funds tracked by Wall St. Rank held First Republic Bank as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.