First Personal Financial Services’s Brunswick BC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-665	Closed	-$39K	–	681
2018 Q1	$39K	Sell	665 -109	-14%	-$6.44K	0.01%	485
2017 Q4	$43K	Sell	774 -161	-17%	-$8.76K	0.01%	506
2017 Q3	$52K	Hold	935	–	–	0.01%	410
2017 Q2	$59K	Buy	935 +127	+16%	+$7.39K	0.01%	384
2017 Q1	$49K	Buy	808 +51	+7%	+$3.01K	0.01%	396
2016 Q4	$41K	Buy	757 +30	+4%	+$1.49K	0.01%	410
2016 Q3	$35K	Buy	727 +45	+7%	+$2.15K	0.01%	336
2016 Q2	$31K	Buy	+682	New	+$32.3K	0.01%	347

Other funds holding BC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OCAM

Owl Creek Asset Management New York $1.38B AUM 59.67% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

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

First Personal Financial Services sold out of Brunswick (BC) in Q2 2018, closing a stake of 665 shares — an estimated $39K sold.

First Personal Financial Services first reported a position in BC in Q2 2016 and held it in 8 quarters. The position peaked at $59K in Q2 2017. 357 funds tracked by Wall St. Rank hold BC as of Q2 2018.

First Personal Financial Services reported no remaining Brunswick position as of Q2 2018 after selling out during the quarter.
First Personal Financial Services sold 665 Brunswick shares in Q2 2018, an estimated $39K.
First Personal Financial Services first reported a position in Brunswick in Q2 2016 and held it in 8 quarters.
First Personal Financial Services's Brunswick position peaked at $59K in Q2 2017.
357 funds tracked by Wall St. Rank held Brunswick as of Q2 2018.

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