First Personal Financial Services’s Assured Guaranty AGO Stock Holding History

First Personal Financial Services’s Portfolio AGO Stock Details AGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-300	Closed	-$13K	–	543
2019 Q2	$13K	Hold	300	–	–	﹤0.01%	460
2019 Q1	$13K	Hold	300	–	–	﹤0.01%	452
2018 Q4	$11K	Sell	300 -28	-9%	-$1.12K	﹤0.01%	449
2018 Q3	$14K	Buy	328 +51	+18%	+$2.02K	﹤0.01%	453
2018 Q2	$10K	Sell	277 -2,679	-91%	-$97.5K	﹤0.01%	480
2018 Q1	$107K	Sell	2,956 -1,671	-36%	-$58.9K	0.02%	291
2017 Q4	$157K	Buy	4,627 +414	+10%	+$15K	0.03%	273
2017 Q3	$159K	Hold	4,213	–	–	0.03%	241
2017 Q2	$176K	Hold	4,213	–	–	0.04%	231
2017 Q1	$156K	Hold	4,213	–	–	0.04%	223
2016 Q4	$159K	Buy	+4,213	New	+$142K	0.04%	213

Other funds holding AGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

First Personal Financial Services's AGO Position: Q3 2019 in Review

First Personal Financial Services sold out of Assured Guaranty (AGO) in Q3 2019, closing a stake of 300 shares — an estimated $13K sold.

First Personal Financial Services first reported a position in AGO in Q4 2016 and held it in 11 quarters. The position peaked at $176K in Q2 2017. 275 funds tracked by Wall St. Rank hold AGO as of Q3 2019.

First Personal Financial Services reported no remaining Assured Guaranty position as of Q3 2019 after selling out during the quarter.
First Personal Financial Services sold 300 Assured Guaranty shares in Q3 2019, an estimated $13K.
First Personal Financial Services first reported a position in Assured Guaranty in Q4 2016 and held it in 11 quarters.
First Personal Financial Services's Assured Guaranty position peaked at $176K in Q2 2017.
275 funds tracked by Wall St. Rank held Assured Guaranty as of Q3 2019.

Based on First Personal Financial Services's 13F filing for Q3 2019, filed 15 Oct 2019.