SevenBridge Financial Group’s First Republic Bank FRC Stock Holding History

SevenBridge Financial Group’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 Q3	–	Sell	-114	Closed	-$11K	–	616
2019 Q2	$11K	Hold	114	–	–	﹤0.01%	451
2019 Q1	$11K	Hold	114	–	–	﹤0.01%	409
2018 Q4	$10K	Hold	114	–	–	0.01%	379
2018 Q3	$11K	Hold	114	–	–	0.01%	411
2018 Q2	$11K	Hold	114	–	–	0.01%	419
2018 Q1	$11K	Hold	114	–	–	0.01%	422
2017 Q4	$10K	Hold	114	–	–	0.01%	439
2017 Q3	$12K	Hold	114	–	–	0.01%	430
2017 Q2	$11K	Hold	114	–	–	0.01%	448
2017 Q1	$10K	Hold	114	–	–	0.01%	439
2016 Q4	$8K	Hold	114	–	–	0.01%	475
2016 Q3	$8K	Sell	114 -43	-27%	-$3.16K	0.01%	470
2016 Q2	$11K	Buy	+157	New	+$10.9K	0.01%	506

Other funds holding FRC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

SevenBridge Financial Group's FRC Position: Q3 2019 in Review

SevenBridge Financial Group sold out of First Republic Bank (FRC) in Q3 2019, closing a stake of 114 shares — an estimated $11K sold.

SevenBridge Financial Group first reported a position in FRC in Q2 2016 and held it in 13 quarters. The position peaked at $12K in Q3 2017. 507 funds tracked by Wall St. Rank hold FRC as of Q3 2019.

SevenBridge Financial Group reported no remaining First Republic Bank position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 114 First Republic Bank shares in Q3 2019, an estimated $11K.
SevenBridge Financial Group first reported a position in First Republic Bank in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's First Republic Bank position peaked at $12K in Q3 2017.
507 funds tracked by Wall St. Rank held First Republic Bank as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.