WEC
FRC

Winslow Evans & Crocker’s First Republic Bank FRC Stock Holding History

Winslow Evans & Crocker’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
Q2 		– Sell
-30
Closed -$2.69K – 1178
2018
Q1 		$2.69K Sell
30
-1,000
-97% -$92.2K ﹤0.01% 987
2017
Q4 		$89.2K Sell
1,030
-146
-12% -$13.8K 0.03% 389
2017
Q3 		$123K Buy
1,176
+1
+0.1% +$99 0.04% 327
2017
Q2 		$118K Sell
1,175
-9
-0.8% -$851 0.03% 404
2017
Q1 		$111K Buy
1,184
+2
+0.2% +$188 0.03% 398
2016
Q4 		$109K Sell
1,182
-2
-0.2% -$163 0.03% 392
2016
Q3 		$91.2K Sell
1,184
-66
-5% -$4.86K 0.03% 424
2016
Q2 		$87.4K Sell
1,250
-156
-11% -$10.8K 0.03% 411
2016
Q1 		$93.7K Sell
1,406
-9,954
-88% -$638K 0.03% 379
2015
Q4 		$750K Sell
11,360
-440
-4% -$29.1K 0.21% 109
2015
Q3 		$741K Sell
11,800
-12
-0.1% -$751 0.23% 96
2015
Q2 		$744K Buy
11,812
+11,742
+16,774% +$710K 0.21% 114
2015
Q1 		$3.94K Hold
70
– – ﹤0.01% 1082
2014
Q4 		$3.6K Hold
70
– – ﹤0.01% 1098
2014
Q3 		$3.41K Buy
70
+1
+1% +$49 ﹤0.01% 1178
2014
Q2 		$3.79K Hold
69
– – ﹤0.01% 1087
2014
Q1 		$3.73K Hold
69
– – ﹤0.01% 1087
2013
Q4 		$4K Buy
+69
New +$3.46K ﹤0.01% 1197

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Winslow Evans & Crocker's FRC Position: Q2 2018 in Review

Winslow Evans & Crocker sold out of First Republic Bank (FRC) in Q2 2018, closing a stake of 30 shares — an estimated $2.69K sold.

Winslow Evans & Crocker first reported a position in FRC in Q4 2013 and held it in 18 quarters. The position peaked at $750K in Q4 2015. 466 funds tracked by Wall St. Rank hold FRC as of Q2 2018.

  • Winslow Evans & Crocker reported no remaining First Republic Bank position as of Q2 2018 after selling out during the quarter.
  • Winslow Evans & Crocker sold 30 First Republic Bank shares in Q2 2018, an estimated $2.69K.
  • Winslow Evans & Crocker first reported a position in First Republic Bank in Q4 2013 and held it in 18 quarters.
  • Winslow Evans & Crocker's First Republic Bank position peaked at $750K in Q4 2015.
  • 466 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2018.

Based on Winslow Evans & Crocker's 13F filing for Q2 2018, filed 17 Jul 2018.