First Personal Financial Services’s B&G Foods BGS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-688	Closed	-$14K	–	560
2019 Q2	$14K	Hold	688	–	–	﹤0.01%	450
2019 Q1	$17K	Hold	688	–	–	0.01%	422
2018 Q4	$20K	Buy	688 +54	+9%	+$1.54K	0.01%	371
2018 Q3	$17K	Buy	634 +103	+19%	+$3.2K	0.01%	426
2018 Q2	$16K	Sell	531 -244	-31%	-$6.55K	0.01%	424
2018 Q1	$19K	Buy	775 +284	+58%	+$8.69K	﹤0.01%	637
2017 Q4	$17K	Buy	+491	New	+$16.8K	﹤0.01%	674

Other funds holding BGS

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

First Personal Financial Services sold out of B&G Foods (BGS) in Q3 2019, closing a stake of 688 shares — an estimated $14K sold.

First Personal Financial Services first reported a position in BGS in Q4 2017 and held it in 7 quarters. The position peaked at $20K in Q4 2018. 265 funds tracked by Wall St. Rank hold BGS as of Q3 2019.

First Personal Financial Services reported no remaining B&G Foods position as of Q3 2019 after selling out during the quarter.
First Personal Financial Services sold 688 B&G Foods shares in Q3 2019, an estimated $14K.
First Personal Financial Services first reported a position in B&G Foods in Q4 2017 and held it in 7 quarters.
First Personal Financial Services's B&G Foods position peaked at $20K in Q4 2018.
265 funds tracked by Wall St. Rank held B&G Foods as of Q3 2019.

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