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First Personal Financial Services’s Adeia ADEA Stock Holding History

First Personal Financial Services’s Portfolio ADEA Stock Details ADEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,433
Closed -$8K – 652
2018
Q1 		$8K Buy
1,433
+4
+0.3% +$24 ﹤0.01% 832
2017
Q4 		$9K Hold
1,429
– – ﹤0.01% 793
2017
Q3 		$10K Buy
1,429
+238
+20% +$1.75K ﹤0.01% 699
2017
Q2 		$9K Sell
1,191
-325
-21% -$2.74K ﹤0.01% 726
2017
Q1 		$14K Buy
1,516
+46
+3% +$495 ﹤0.01% 632
2016
Q4 		$17K Sell
1,470
-12
-0.8% -$127 ﹤0.01% 576
2016
Q3 		$15K Hold
1,482
– – ﹤0.01% 484
2016
Q2 		$12K Buy
+1,482
New +$12K ﹤0.01% 516

Other funds holding ADEA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EGA
Evermore Global Advisors Summit, New Jersey $26.3M AUM 7.42% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return

First Personal Financial Services's ADEA Position: Q2 2018 in Review

First Personal Financial Services sold out of Adeia (ADEA) in Q2 2018, closing a stake of 1,433 shares — an estimated $8K sold.

First Personal Financial Services first reported a position in ADEA in Q2 2016 and held it in 8 quarters. The position peaked at $17K in Q4 2016. 161 funds tracked by Wall St. Rank hold ADEA as of Q2 2018.

  • First Personal Financial Services reported no remaining Adeia position as of Q2 2018 after selling out during the quarter.
  • First Personal Financial Services sold 1,433 Adeia shares in Q2 2018, an estimated $8K.
  • First Personal Financial Services first reported a position in Adeia in Q2 2016 and held it in 8 quarters.
  • First Personal Financial Services's Adeia position peaked at $17K in Q4 2016.
  • 161 funds tracked by Wall St. Rank held Adeia as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.