Sumit Capital’s First Republic Bank FRC Stock Holding History

Sumit Capital’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
2014 Q2	–	Sell	-3,794	Closed	-$205K	–	170
2014 Q1	$205K	Buy	+3,794	New	+$196K	0.78%	70

Other funds holding FRC

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

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

AIM

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

IIS

Ignis Investment Services Edinburgh, United Kingdom $29.9B AUM

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Sumit Capital's FRC Position: Q2 2014 in Review

Sumit Capital sold out of First Republic Bank (FRC) in Q2 2014, closing a stake of 3,794 shares — an estimated $205K sold.

Sumit Capital first reported a position in FRC in Q1 2014 and held it in 1 quarter. The position peaked at $205K in Q1 2014. 329 funds tracked by Wall St. Rank hold FRC as of Q2 2014.

Sumit Capital reported no remaining First Republic Bank position as of Q2 2014 after selling out during the quarter.
Sumit Capital sold 3,794 First Republic Bank shares in Q2 2014, an estimated $205K.
Sumit Capital first reported a position in First Republic Bank in Q1 2014 and held it in 1 quarter.
Sumit Capital's First Republic Bank position peaked at $205K in Q1 2014.
329 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2014.

Based on Sumit Capital's 13F filing for Q2 2014, filed 22 Jul 2014.