SMA
FRC

Simply Money Advisors’s First Republic Bank FRC Stock Holding History

Simply Money 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
2013
Q3 		– Sell
-67
Closed -$3K – 378
2013
Q2 		$3K Buy
+67
New +$2.56K ﹤0.01% 367

Other funds holding FRC

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Simply Money Advisors's FRC Position: Q3 2013 in Review

Simply Money Advisors sold out of First Republic Bank (FRC) in Q3 2013, closing a stake of 67 shares — an estimated $3K sold.

Simply Money Advisors first reported a position in FRC in Q2 2013 and held it in 1 quarter. The position peaked at $3K in Q2 2013. 290 funds tracked by Wall St. Rank hold FRC as of Q3 2013.

  • Simply Money Advisors reported no remaining First Republic Bank position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 67 First Republic Bank shares in Q3 2013, an estimated $3K.
  • Simply Money Advisors first reported a position in First Republic Bank in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's First Republic Bank position peaked at $3K in Q2 2013.
  • 290 funds tracked by Wall St. Rank held First Republic Bank as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.