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First Personal Financial Services’s Apogee Enterprises APOG Stock Holding History

First Personal Financial Services’s Portfolio APOG Stock Details APOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-221
Closed -$10K – 669
2018
Q1 		$10K Buy
+221
New +$9.87K ﹤0.01% 779
2017
Q1 		– Sell
-267
Closed -$14K – 873
2016
Q4 		$14K Sell
267
-12
-4% -$556 ﹤0.01% 618
2016
Q3 		$12K Buy
279
+63
+29% +$2.94K ﹤0.01% 531
2016
Q2 		$10K Buy
+216
New +$9.39K ﹤0.01% 557

Other funds holding APOG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

First Personal Financial Services sold out of Apogee Enterprises (APOG) in Q2 2018, closing a stake of 221 shares — an estimated $10K sold.

First Personal Financial Services first reported a position in APOG in Q2 2016 and held it in 4 quarters. The position peaked at $14K in Q4 2016. 224 funds tracked by Wall St. Rank hold APOG as of Q2 2018.

  • First Personal Financial Services reported no remaining Apogee Enterprises position as of Q2 2018 after selling out during the quarter.
  • First Personal Financial Services sold 221 Apogee Enterprises shares in Q2 2018, an estimated $10K.
  • First Personal Financial Services first reported a position in Apogee Enterprises in Q2 2016 and held it in 4 quarters.
  • First Personal Financial Services's Apogee Enterprises position peaked at $14K in Q4 2016.
  • 224 funds tracked by Wall St. Rank held Apogee Enterprises as of Q2 2018.

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