TAS
FRC

TIFF Advisory Services’s First Republic Bank FRC Stock Holding History

TIFF 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
2013
Q4 		– Sell
-1,100
Closed -$51K – 87
2013
Q3 		$51K Hold
1,100
– – 0.02% 101
2013
Q2 		$42K Buy
+1,100
New +$42.1K 0.02% 102

Other funds holding FRC

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Vanguard Group
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 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

TIFF Advisory Services's FRC Position: Q4 2013 in Review

TIFF Advisory Services sold out of First Republic Bank (FRC) in Q4 2013, closing a stake of 1,100 shares — an estimated $51K sold.

TIFF Advisory Services first reported a position in FRC in Q2 2013 and held it in 2 quarters. The position peaked at $51K in Q3 2013. 306 funds tracked by Wall St. Rank hold FRC as of Q4 2013.

  • TIFF Advisory Services reported no remaining First Republic Bank position as of Q4 2013 after selling out during the quarter.
  • TIFF Advisory Services sold 1,100 First Republic Bank shares in Q4 2013, an estimated $51K.
  • TIFF Advisory Services first reported a position in First Republic Bank in Q2 2013 and held it in 2 quarters.
  • TIFF Advisory Services's First Republic Bank position peaked at $51K in Q3 2013.
  • 306 funds tracked by Wall St. Rank held First Republic Bank as of Q4 2013.

Based on TIFF Advisory Services's 13F filing for Q4 2013, filed 7 Feb 2014.