WDL
FRC

Well Done LLC’s First Republic Bank FRC Stock Holding History

Well Done LLC’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
2019
Q1 		– Sell
-173
Closed -$15K – 693
2018
Q4 		$15K Buy
+173
New +$15.8K ﹤0.01% 410
2018
Q2 		– Sell
-247
Closed -$23K – 548
2018
Q1 		$23K Buy
+247
New +$22.8K 0.01% 321

Other funds holding FRC

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Well Done LLC's FRC Position: Q1 2019 in Review

Well Done LLC sold out of First Republic Bank (FRC) in Q1 2019, closing a stake of 173 shares — an estimated $15K sold.

Well Done LLC first reported a position in FRC in Q1 2018 and held it in 2 quarters. The position peaked at $23K in Q1 2018. 548 funds tracked by Wall St. Rank hold FRC as of Q1 2019.

  • Well Done LLC reported no remaining First Republic Bank position as of Q1 2019 after selling out during the quarter.
  • Well Done LLC sold 173 First Republic Bank shares in Q1 2019, an estimated $15K.
  • Well Done LLC first reported a position in First Republic Bank in Q1 2018 and held it in 2 quarters.
  • Well Done LLC's First Republic Bank position peaked at $23K in Q1 2018.
  • 548 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2019.

Based on Well Done LLC's 13F filing for Q1 2019, filed 9 May 2019.