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First Personal Financial Services’s Artisan Partners APAM Stock Holding History

First Personal Financial Services’s Portfolio APAM Stock Details APAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-27
Closed -$1K – 398
2015
Q3 		$1K Hold
27
– – ﹤0.01% 422
2015
Q2 		$2K Hold
27
– – ﹤0.01% 381
2015
Q1 		$2K Hold
27
– – ﹤0.01% 417
2014
Q4 		$1K Buy
+27
New +$1.35K ﹤0.01% 398

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ACM
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BAMCO Inc
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BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

First Personal Financial Services's APAM Position: Q4 2015 in Review

First Personal Financial Services sold out of Artisan Partners (APAM) in Q4 2015, closing a stake of 27 shares — an estimated $1K sold.

First Personal Financial Services first reported a position in APAM in Q4 2014 and held it in 4 quarters. The position peaked at $2K in Q2 2015. 158 funds tracked by Wall St. Rank hold APAM as of Q4 2015.

  • First Personal Financial Services reported no remaining Artisan Partners position as of Q4 2015 after selling out during the quarter.
  • First Personal Financial Services sold 27 Artisan Partners shares in Q4 2015, an estimated $1K.
  • First Personal Financial Services first reported a position in Artisan Partners in Q4 2014 and held it in 4 quarters.
  • First Personal Financial Services's Artisan Partners position peaked at $2K in Q2 2015.
  • 158 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2015.

Based on First Personal Financial Services's 13F filing for Q4 2015, filed 26 Jan 2016.