FPFS
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First Personal Financial Services’s Cboe Global Markets CBOE Stock Holding History

First Personal Financial Services’s Portfolio CBOE Stock Details CBOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-8
Closed -$1K – 330
2019
Q4 		$1K Buy
+8
New +$938 ﹤0.01% 403
2018
Q2 		– Sell
-344
Closed -$39K – 699
2018
Q1 		$39K Hold
344
– – 0.01% 486
2017
Q4 		$43K Sell
344
-332
-49% -$38.9K 0.01% 507
2017
Q3 		$73K Hold
676
– – 0.02% 361
2017
Q2 		$62K Buy
676
+332
+97% +$28.3K 0.01% 376
2017
Q1 		$28K Hold
344
– – 0.01% 506
2016
Q4 		$25K Hold
344
– – 0.01% 505
2016
Q3 		$22K Hold
344
– – 0.01% 413
2016
Q2 		$23K Buy
+344
New +$22K 0.01% 396
2016
Q1 		– Sell
-154
Closed -$10K – 323
2015
Q4 		$10K Buy
+154
New +$10.4K 0.01% 294

Other funds holding CBOE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return