First Personal Financial Services’s ASE Group ASX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-2,180	Closed	-$9K	–	551
2019 Q2	$9K	Hold	2,180	–	–	﹤0.01%	511
2019 Q1	$9K	Hold	2,180	–	–	﹤0.01%	508
2018 Q4	$8K	Sell	2,180 -1,705	-44%	-$6.75K	﹤0.01%	486
2018 Q3	$19K	Sell	3,885 -9,559	-71%	-$45.2K	0.01%	413
2018 Q2	$62K	Buy	+13,444	New	+$74K	0.02%	242
2018 Q1	–	Sell	-10,794	Closed	-$70K	–	1031
2017 Q4	$70K	Buy	+10,794	New	+$68.4K	0.01%	404

Other funds holding ASX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

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

First Personal Financial Services sold out of ASE Group (ASX) in Q3 2019, closing a stake of 2,180 shares — an estimated $9K sold.

First Personal Financial Services first reported a position in ASX in Q4 2017 and held it in 6 quarters. The position peaked at $70K in Q4 2017. 117 funds tracked by Wall St. Rank hold ASX as of Q3 2019.

First Personal Financial Services reported no remaining ASE Group position as of Q3 2019 after selling out during the quarter.
First Personal Financial Services sold 2,180 ASE Group shares in Q3 2019, an estimated $9K.
First Personal Financial Services first reported a position in ASE Group in Q4 2017 and held it in 6 quarters.
First Personal Financial Services's ASE Group position peaked at $70K in Q4 2017.
117 funds tracked by Wall St. Rank held ASE Group as of Q3 2019.

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