SHGA
FRC

Sand Hill Global Advisors’s First Republic Bank FRC Stock Holding History

Sand Hill Global Advisors’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
2019
Q1 		– Sell
-54,498
Closed -$4.74M – 112
2018
Q4 		$4.74M Sell
54,498
-989
-2% -$90.3K 0.51% 39
2018
Q3 		$5.33M Sell
55,487
-779
-1% -$78.4K 0.51% 35
2018
Q2 		$5.45M Buy
56,266
+51,069
+983% +$4.93M 0.54% 31
2018
Q1 		$481K Sell
5,197
-52,675
-91% -$4.86M 0.46% 47
2017
Q4 		$5.01M Sell
57,872
-173
-0.3% -$16.4K 0.5% 40
2017
Q3 		$6.06M Sell
58,045
-921
-2% -$91.5K 0.65% 28
2017
Q2 		$5.9M Sell
58,966
-1,223
-2% -$116K 0.67% 29
2017
Q1 		$5.65M Sell
60,189
-196
-0.3% -$18.4K 0.73% 22
2016
Q4 		$5.56M Sell
60,385
-2,602
-4% -$212K 0.76% 24
2016
Q3 		$4.86M Sell
62,987
-1,957
-3% -$144K 0.74% 24
2016
Q2 		$4.54M Sell
64,944
-884
-1% -$61.2K 0.72% 28
2016
Q1 		$4.39M Buy
65,828
+1,299
+2% +$83.2K 0.67% 31
2015
Q4 		$4.26M Sell
64,529
-209
-0.3% -$13.8K 0.68% 28
2015
Q3 		$4.06M Buy
64,738
+426
+0.7% +$26.7K 0.65% 28
2015
Q2 		$4.05M Buy
64,312
+1,866
+3% +$113K 0.66% 33
2015
Q1 		$3.56M Buy
62,446
+216
+0.3% +$11.8K 0.58% 46
2014
Q4 		$3.24M Sell
62,230
-3,820
-6% -$192K 0.56% 45
2014
Q3 		$3.26M Buy
66,050
+6,110
+10% +$299K 0.54% 46
2014
Q2 		$3.3M Buy
59,940
+2,285
+4% +$120K 0.62% 40
2014
Q1 		$3.11M Buy
57,655
+1,230
+2% +$63.4K 0.63% 42
2013
Q4 		$2.95M Sell
56,425
-18,295
-24% -$917K 0.63% 43
2013
Q3 		$3.48M Buy
+74,720
New +$3.27M 0.6% 45

Other funds holding FRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Sand Hill Global Advisors's FRC Position: Q1 2019 in Review

Sand Hill Global Advisors sold out of First Republic Bank (FRC) in Q1 2019, closing a stake of 54,498 shares — an estimated $4.74M sold.

Sand Hill Global Advisors first reported a position in FRC in Q3 2013 and held it in 22 quarters. The position peaked at $6.06M in Q3 2017. 548 funds tracked by Wall St. Rank hold FRC as of Q1 2019.

  • Sand Hill Global Advisors reported no remaining First Republic Bank position as of Q1 2019 after selling out during the quarter.
  • Sand Hill Global Advisors sold 54,498 First Republic Bank shares in Q1 2019, an estimated $4.74M.
  • Sand Hill Global Advisors first reported a position in First Republic Bank in Q3 2013 and held it in 22 quarters.
  • Sand Hill Global Advisors's First Republic Bank position peaked at $6.06M in Q3 2017.
  • 548 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2019.

Based on Sand Hill Global Advisors's 13F filing for Q1 2019, filed 3 May 2019.