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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

Other funds holding BGC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return

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

First Personal Financial Services sold out of BGC Group (BGC) in Q3 2019, closing a stake of 2,307 shares — an estimated $12K sold.

First Personal Financial Services first reported a position in BGC in Q4 2017 and held it in 7 quarters. The position peaked at $16K in Q3 2018. 225 funds tracked by Wall St. Rank hold BGC as of Q3 2019.

  • First Personal Financial Services reported no remaining BGC Group position as of Q3 2019 after selling out during the quarter.
  • First Personal Financial Services sold 2,307 BGC Group shares in Q3 2019, an estimated $12K.
  • First Personal Financial Services first reported a position in BGC Group in Q4 2017 and held it in 7 quarters.
  • First Personal Financial Services's BGC Group position peaked at $16K in Q3 2018.
  • 225 funds tracked by Wall St. Rank held BGC Group as of Q3 2019.

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