SMH
FRC

Sanders Morris Harris’s First Republic Bank FRC Stock Holding History

Sanders Morris Harris’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
Q1 		– Sell
-3,000
Closed -$354K – 289
2019
Q4 		$354K Hold
3,000
– – 0.08% 198
2019
Q3 		$277K Hold
3,000
– – 0.07% 214
2019
Q2 		$296K Buy
+3,000
New +$302K 0.08% 217

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sanders Morris Harris's FRC Position: Q1 2020 in Review

Sanders Morris Harris sold out of First Republic Bank (FRC) in Q1 2020, closing a stake of 3,000 shares — an estimated $354K sold.

Sanders Morris Harris first reported a position in FRC in Q2 2019 and held it in 3 quarters. The position peaked at $354K in Q4 2019. 543 funds tracked by Wall St. Rank hold FRC as of Q1 2020.

  • Sanders Morris Harris reported no remaining First Republic Bank position as of Q1 2020 after selling out during the quarter.
  • Sanders Morris Harris sold 3,000 First Republic Bank shares in Q1 2020, an estimated $354K.
  • Sanders Morris Harris first reported a position in First Republic Bank in Q2 2019 and held it in 3 quarters.
  • Sanders Morris Harris's First Republic Bank position peaked at $354K in Q4 2019.
  • 543 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2020.

Based on Sanders Morris Harris's 13F filing for Q1 2020, filed 9 Apr 2020.