EIG
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EdgePoint Investment Group’s FirstService FSV Stock Holding History

EdgePoint Investment Group’s Portfolio FSV Stock Details FSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-18,643
Closed -$867K – 43
2016
Q3 		$867K Hold
18,643
– – 0.01% 41
2016
Q2 		$853K Hold
18,643
– – 0.01% 40
2016
Q1 		$766K Hold
18,643
– – 0.01% 42
2015
Q4 		$753K Buy
+18,643
New +$687K 0.01% 40

Other funds holding FSV

SHIM
Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
WC
Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

EdgePoint Investment Group's FSV Position: Q4 2016 in Review

EdgePoint Investment Group sold out of FirstService (FSV) in Q4 2016, closing a stake of 18,643 shares — an estimated $867K sold.

EdgePoint Investment Group first reported a position in FSV in Q4 2015 and held it in 4 quarters. The position peaked at $867K in Q3 2016. 99 funds tracked by Wall St. Rank hold FSV as of Q4 2016.

  • EdgePoint Investment Group reported no remaining FirstService position as of Q4 2016 after selling out during the quarter.
  • EdgePoint Investment Group sold 18,643 FirstService shares in Q4 2016, an estimated $867K.
  • EdgePoint Investment Group first reported a position in FirstService in Q4 2015 and held it in 4 quarters.
  • EdgePoint Investment Group's FirstService position peaked at $867K in Q3 2016.
  • 99 funds tracked by Wall St. Rank held FirstService as of Q4 2016.

Based on EdgePoint Investment Group's 13F filing for Q4 2016, filed 14 Feb 2017.