US Financial Advisors’s First Republic Bank FRC Stock Holding History

US Financial 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
2016 Q2	–	Sell	-41	Closed	-$3K	–	426
2016 Q1	$3K	Hold	41	–	–	0.01%	307
2015 Q4	$3K	Hold	41	–	–	﹤0.01%	440
2015 Q3	$3K	Hold	41	–	–	0.01%	374
2015 Q2	$3K	Buy	+41	New	+$2.48K	﹤0.01%	347

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

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

US Financial Advisors's FRC Position: Q2 2016 in Review

US Financial Advisors sold out of First Republic Bank (FRC) in Q2 2016, closing a stake of 41 shares — an estimated $3K sold.

US Financial Advisors first reported a position in FRC in Q2 2015 and held it in 4 quarters. The position peaked at $3K in Q1 2016. 434 funds tracked by Wall St. Rank hold FRC as of Q2 2016.

US Financial Advisors reported no remaining First Republic Bank position as of Q2 2016 after selling out during the quarter.
US Financial Advisors sold 41 First Republic Bank shares in Q2 2016, an estimated $3K.
US Financial Advisors first reported a position in First Republic Bank in Q2 2015 and held it in 4 quarters.
US Financial Advisors's First Republic Bank position peaked at $3K in Q1 2016.
434 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.