Rockefeller Financial Services’s First Republic Bank FRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-6,370
| Closed | -$364K | – | 512 |
|
|
2015
Q1 | $364K | Hold |
6,370
| – | – | 0.01% | 273 |
|
|
2014
Q4 | $332K | Hold |
6,370
| – | – | 0.01% | 272 |
|
|
2014
Q3 | $315K | Hold |
6,370
| – | – | 0.01% | 290 |
|
|
2014
Q2 | $350K | Hold |
6,370
| – | – | 0.01% | 290 |
|
|
2014
Q1 | $344K | Hold |
6,370
| – | – | 0.01% | 287 |
|
|
2013
Q4 | $333K | Hold |
6,370
| – | – | 0.01% | 305 |
|
|
2013
Q3 | $297K | Hold |
6,370
| – | – | 0.01% | 305 |
|
|
2013
Q2 | $245K | Buy |
+6,370
| New | +$245K | 0.01% | 307 |
|