Shine Investment Advisory Services’s First Republic Bank FRC Stock Holding History

Shine Investment Advisory Services’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 Q3	$18K	Hold	166	–	–	0.01%	466
2020 Q2	$18K	Hold	166	–	–	0.01%	470
2020 Q1	$14K	Buy	166 +68	+69%	+$7.2K	0.01%	478
2019 Q4	$12K	Sell	98 -97	-50%	-$10.5K	﹤0.01%	552
2019 Q3	$19K	Hold	195	–	–	0.01%	467
2019 Q2	$19K	Sell	195 -65	-25%	-$6.55K	0.01%	462
2019 Q1	$26K	Buy	260 +10	+4%	+$985	0.01%	430
2018 Q4	$22K	Sell	250 -581	-70%	-$53K	0.01%	430
2018 Q3	$80K	Sell	831 -172	-17%	-$17.3K	0.04%	223
2018 Q2	$97K	Buy	1,003 +81	+9%	+$7.82K	0.05%	182
2018 Q1	$85K	Buy	922 +110	+14%	+$10.1K	0.05%	199
2017 Q4	$70K	Sell	812 -356	-30%	-$33.7K	0.03%	239
2017 Q3	$122K	Sell	1,168 -113	-9%	-$11.2K	0.06%	139
2017 Q2	$128K	Buy	+1,281	New	+$121K	0.07%	126

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Shine Investment Advisory Services's FRC Position: Q3 2020 in Review

Shine Investment Advisory Services held its First Republic Bank (FRC) position steady in Q3 2020 at 166 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #466.

Shine Investment Advisory Services first reported a position in FRC in Q2 2017 and has held it in 14 quarters since. The position peaked at $128K in Q2 2017. 566 funds tracked by Wall St. Rank hold FRC as of Q3 2020.

Shine Investment Advisory Services held 166 shares of First Republic Bank worth $18K as of Q3 2020.
Shine Investment Advisory Services left its First Republic Bank share count unchanged in Q3 2020.
First Republic Bank made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #466 holding.
Shine Investment Advisory Services first reported a position in First Republic Bank in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's First Republic Bank position peaked at $128K in Q2 2017.
566 funds tracked by Wall St. Rank held First Republic Bank as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.