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First Personal Financial Services’s BGC Group BGC Stock Holding History

First Personal Financial Services’s Portfolio BGC Stock Details BGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-2,307
Closed -$12K – 559
2019
Q2 		$12K Hold
2,307
– – ﹤0.01% 475
2019
Q1 		$12K Buy
2,307
+334
+17% +$1.99K ﹤0.01% 467
2018
Q4 		$10K Sell
1,973
-193
-9% -$1.27K ﹤0.01% 466
2018
Q3 		$16K Buy
2,166
+609
+39% +$4.51K 0.01% 433
2018
Q2 		$11K Buy
1,557
+388
+33% +$3.1K ﹤0.01% 469
2018
Q1 		$10K Buy
1,169
+292
+33% +$2.63K ﹤0.01% 780
2017
Q4 		$9K Buy
+877
New +$8.85K ﹤0.01% 795

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CCMLC
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BlackRock
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RJA
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Point72 Asset Management
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RCMNY
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SFM
Soros Fund Management New York $7.29B AUM 30.69% 1-Year Est. Return