Tiedemann Advisors’s First Republic Bank FRC Stock Holding History

Tiedemann 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
2017 Q4	–	Sell	-23,814	Closed	-$1.84M	–	356
2017 Q3	$1.84M	Sell	23,814 -3,570	-13%	-$355K	0.17%	105
2017 Q2	$2.74M	Hold	27,384	–	–	0.2%	96
2017 Q1	$2.57M	Buy	27,384 +5,187	+23%	+$488K	0.22%	100
2016 Q4	$2.04M	Buy	+22,197	New	+$1.81M	0.2%	89

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 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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CWG

C WorldWide Group Copenhagen, Denmark $4.66B AUM 11.67% 1-Year Est. Return

Tiedemann Advisors's FRC Position: Q4 2017 in Review

Tiedemann Advisors sold out of First Republic Bank (FRC) in Q4 2017, closing a stake of 23,814 shares — an estimated $1.84M sold.

Tiedemann Advisors first reported a position in FRC in Q4 2016 and held it in 4 quarters. The position peaked at $2.74M in Q2 2017. 497 funds tracked by Wall St. Rank hold FRC as of Q4 2017.

Tiedemann Advisors reported no remaining First Republic Bank position as of Q4 2017 after selling out during the quarter.
Tiedemann Advisors sold 23,814 First Republic Bank shares in Q4 2017, an estimated $1.84M.
Tiedemann Advisors first reported a position in First Republic Bank in Q4 2016 and held it in 4 quarters.
Tiedemann Advisors's First Republic Bank position peaked at $2.74M in Q2 2017.
497 funds tracked by Wall St. Rank held First Republic Bank as of Q4 2017.

Based on Tiedemann Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.