FPFS
AHRT

First Personal Financial Services’s AH Realty Trust AHRT Stock Holding History

First Personal Financial Services’s Portfolio AHRT Stock Details AHRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-6
Closed -$1K – 470
2015
Q1 		$1K Hold
6
– – ﹤0.01% 500
2014
Q4 		$0 Buy
+6
New +$56 ﹤0.01% 478

Other funds holding AHRT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

First Personal Financial Services's AHRT Position: Q2 2015 in Review

First Personal Financial Services sold out of AH Realty Trust (AHRT) in Q2 2015, closing a stake of 6 shares — an estimated $1K sold.

First Personal Financial Services first reported a position in AHRT in Q4 2014 and held it in 2 quarters. The position peaked at $1K in Q1 2015. 108 funds tracked by Wall St. Rank hold AHRT as of Q2 2015.

  • First Personal Financial Services reported no remaining AH Realty Trust position as of Q2 2015 after selling out during the quarter.
  • First Personal Financial Services sold 6 AH Realty Trust shares in Q2 2015, an estimated $1K.
  • First Personal Financial Services first reported a position in AH Realty Trust in Q4 2014 and held it in 2 quarters.
  • First Personal Financial Services's AH Realty Trust position peaked at $1K in Q1 2015.
  • 108 funds tracked by Wall St. Rank held AH Realty Trust as of Q2 2015.

Based on First Personal Financial Services's 13F filing for Q2 2015, filed 14 Aug 2015.