W
FRC

Wealthfront’s First Republic Bank FRC Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-4
Closed – – 1146
2015
Q3 		$0 Buy
+4
New +$250 ﹤0.01% 1483
2015
Q1 		– Sell
-100
Closed -$5K – 1265
2014
Q4 		$5K Buy
+100
New +$5.03K ﹤0.01% 592
2014
Q3 		– Sell
-100
Closed -$6K – 737
2014
Q2 		$6K Buy
+100
New +$5.25K ﹤0.01% 535

Other funds holding FRC

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Wealthfront's FRC Position: Q4 2015 in Review

Wealthfront sold out of First Republic Bank (FRC) in Q4 2015, closing a stake of 4 shares.

Wealthfront first reported a position in FRC in Q2 2014 and held it in 3 quarters. The position peaked at $6K in Q2 2014. 413 funds tracked by Wall St. Rank hold FRC as of Q4 2015.

  • Wealthfront reported no remaining First Republic Bank position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 4 First Republic Bank shares in Q4 2015.
  • Wealthfront first reported a position in First Republic Bank in Q2 2014 and held it in 3 quarters.
  • Wealthfront's First Republic Bank position peaked at $6K in Q2 2014.
  • 413 funds tracked by Wall St. Rank held First Republic Bank as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.