WSTAM
FRC

Wilbanks Smith & Thomas Asset Management’s First Republic Bank FRC Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2018
Q4 		– Sell
-978
Closed -$94K – 1404
2018
Q3 		$94K Buy
+978
New +$98.4K 0.01% 556

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's FRC Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of First Republic Bank (FRC) in Q4 2018, closing a stake of 978 shares — an estimated $94K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in FRC in Q3 2018 and held it in 1 quarter. The position peaked at $94K in Q3 2018. 506 funds tracked by Wall St. Rank hold FRC as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining First Republic Bank position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 978 First Republic Bank shares in Q4 2018, an estimated $94K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in First Republic Bank in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's First Republic Bank position peaked at $94K in Q3 2018.
  • 506 funds tracked by Wall St. Rank held First Republic Bank as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.