FPFS
BEAT

First Personal Financial Services’s BioTelemetry, Inc. BEAT Stock Holding History

First Personal Financial Services’s Portfolio BEAT Stock Details BEAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-295
Closed -$9K – 1056
2018
Q1 		$9K Buy
+295
New +$9.7K ﹤0.01% 828

Other funds holding BEAT

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

First Personal Financial Services sold out of BioTelemetry, Inc. (BEAT) in Q2 2018, closing a stake of 295 shares — an estimated $9K sold.

First Personal Financial Services first reported a position in BEAT in Q1 2018 and held it in 1 quarter. The position peaked at $9K in Q1 2018. 227 funds tracked by Wall St. Rank hold BEAT as of Q2 2018.

  • First Personal Financial Services reported no remaining BioTelemetry, Inc. position as of Q2 2018 after selling out during the quarter.
  • First Personal Financial Services sold 295 BioTelemetry, Inc. shares in Q2 2018, an estimated $9K.
  • First Personal Financial Services first reported a position in BioTelemetry, Inc. in Q1 2018 and held it in 1 quarter.
  • First Personal Financial Services's BioTelemetry, Inc. position peaked at $9K in Q1 2018.
  • 227 funds tracked by Wall St. Rank held BioTelemetry, Inc. as of Q2 2018.

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