First Personal Financial Services’s Brown & Brown BRO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-676	Closed	-$23K	–	567
2019 Q2	$23K	Hold	676	–	–	0.01%	385
2019 Q1	$20K	Hold	676	–	–	0.01%	396
2018 Q4	$19K	Buy	676 +72	+12%	+$2.04K	0.01%	378
2018 Q3	$18K	Buy	604 +201	+50%	+$5.97K	0.01%	419
2018 Q2	$11K	Buy	403 +65	+19%	+$1.77K	﹤0.01%	470
2018 Q1	$9K	Sell	338 -2	-0.6%	-$52	﹤0.01%	801
2017 Q4	$9K	Buy	+340	New	+$8.54K	﹤0.01%	796
2016 Q1	–	Sell	-128	Closed	-$2K	–	322
2015 Q4	$2K	Buy	+128	New	+$2.05K	﹤0.01%	358

Other funds holding BRO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

NIPH

NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

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

First Personal Financial Services sold out of Brown & Brown (BRO) in Q3 2019, closing a stake of 676 shares — an estimated $23K sold.

First Personal Financial Services first reported a position in BRO in Q4 2015 and held it in 8 quarters. The position peaked at $23K in Q2 2019. 376 funds tracked by Wall St. Rank hold BRO as of Q3 2019.

First Personal Financial Services reported no remaining Brown & Brown position as of Q3 2019 after selling out during the quarter.
First Personal Financial Services sold 676 Brown & Brown shares in Q3 2019, an estimated $23K.
First Personal Financial Services first reported a position in Brown & Brown in Q4 2015 and held it in 8 quarters.
First Personal Financial Services's Brown & Brown position peaked at $23K in Q2 2019.
376 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2019.

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