TI
FRC

Turner Investments’s First Republic Bank FRC Stock Holding History

Turner Investments’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
Q3 		– Sell
-18,000
Closed -$1.8M – 235
2017
Q2 		$1.8M Buy
+18,000
New +$1.7M 1.18% 15

Other funds holding FRC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
CWG
C WorldWide Group Copenhagen, Denmark $4.66B AUM 11.67% 1-Year Est. Return

Turner Investments's FRC Position: Q3 2017 in Review

Turner Investments sold out of First Republic Bank (FRC) in Q3 2017, closing a stake of 18,000 shares — an estimated $1.8M sold.

Turner Investments first reported a position in FRC in Q2 2017 and held it in 1 quarter. The position peaked at $1.8M in Q2 2017. 480 funds tracked by Wall St. Rank hold FRC as of Q3 2017.

  • Turner Investments reported no remaining First Republic Bank position as of Q3 2017 after selling out during the quarter.
  • Turner Investments sold 18,000 First Republic Bank shares in Q3 2017, an estimated $1.8M.
  • Turner Investments first reported a position in First Republic Bank in Q2 2017 and held it in 1 quarter.
  • Turner Investments's First Republic Bank position peaked at $1.8M in Q2 2017.
  • 480 funds tracked by Wall St. Rank held First Republic Bank as of Q3 2017.

Based on Turner Investments's 13F filing for Q3 2017, filed 8 Nov 2017.