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First Personal Financial Services’s Beacon Roofing Supply, Inc. BECN Stock Holding History

First Personal Financial Services’s Portfolio BECN Stock Details BECN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,313
Closed -$48K – 769
2019
Q2 		$48K Sell
1,313
-195
-13% -$7.06K 0.01% 288
2019
Q1 		$48K Buy
1,508
+472
+46% +$16.5K 0.01% 286
2018
Q4 		$33K Buy
+1,036
New +$32K 0.01% 318

Other funds holding BECN

CDR
Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

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

First Personal Financial Services sold out of Beacon Roofing Supply, Inc. (BECN) in Q3 2019, closing a stake of 1,313 shares — an estimated $48K sold.

First Personal Financial Services first reported a position in BECN in Q4 2018 and held it in 3 quarters. The position peaked at $48K in Q2 2019. 174 funds tracked by Wall St. Rank hold BECN as of Q3 2019.

  • First Personal Financial Services reported no remaining Beacon Roofing Supply, Inc. position as of Q3 2019 after selling out during the quarter.
  • First Personal Financial Services sold 1,313 Beacon Roofing Supply, Inc. shares in Q3 2019, an estimated $48K.
  • First Personal Financial Services first reported a position in Beacon Roofing Supply, Inc. in Q4 2018 and held it in 3 quarters.
  • First Personal Financial Services's Beacon Roofing Supply, Inc. position peaked at $48K in Q2 2019.
  • 174 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q3 2019.

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