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First Personal Financial Services’s Casey's General Stores CASY Stock Holding History

First Personal Financial Services’s Portfolio CASY Stock Details CASY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-102
Closed -$11K – 1035
2017
Q4 		$11K Hold
102
– – ﹤0.01% 757
2017
Q3 		$11K Hold
102
– – ﹤0.01% 685
2017
Q2 		$11K Sell
102
-144
-59% -$16.1K ﹤0.01% 691
2017
Q1 		$28K Hold
246
– – 0.01% 505
2016
Q4 		$29K Buy
246
+8
+3% +$952 0.01% 474
2016
Q3 		$29K Buy
238
+5
+2% +$644 0.01% 369
2016
Q2 		$31K Buy
+233
New +$27.1K 0.01% 348

Other funds holding CASY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

First Personal Financial Services's CASY Position: Q1 2018 in Review

First Personal Financial Services sold out of Casey's General Stores (CASY) in Q1 2018, closing a stake of 102 shares — an estimated $11K sold.

First Personal Financial Services first reported a position in CASY in Q2 2016 and held it in 7 quarters. The position peaked at $31K in Q2 2016. 305 funds tracked by Wall St. Rank hold CASY as of Q1 2018.

  • First Personal Financial Services reported no remaining Casey's General Stores position as of Q1 2018 after selling out during the quarter.
  • First Personal Financial Services sold 102 Casey's General Stores shares in Q1 2018, an estimated $11K.
  • First Personal Financial Services first reported a position in Casey's General Stores in Q2 2016 and held it in 7 quarters.
  • First Personal Financial Services's Casey's General Stores position peaked at $31K in Q2 2016.
  • 305 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2018.

Based on First Personal Financial Services's 13F filing for Q1 2018, filed 10 May 2018.