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First Personal Financial Services’s CDW CDW Stock Holding History

First Personal Financial Services’s Portfolio CDW Stock Details CDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-578
Closed -$64K – 571
2019
Q2 		$64K Hold
578
– – 0.02% 251
2019
Q1 		$56K Hold
578
– – 0.02% 259
2018
Q4 		$47K Hold
578
– – 0.02% 265
2018
Q3 		$51K Buy
578
+71
+14% +$6.14K 0.02% 284
2018
Q2 		$41K Hold
507
– – 0.01% 297
2018
Q1 		$36K Sell
507
-6
-1% -$438 0.01% 503
2017
Q4 		$36K Buy
+513
New +$35.3K 0.01% 533

Other funds holding CDW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

First Personal Financial Services sold out of CDW (CDW) in Q3 2019, closing a stake of 578 shares — an estimated $64K sold.

First Personal Financial Services first reported a position in CDW in Q4 2017 and held it in 7 quarters. The position peaked at $64K in Q2 2019. 589 funds tracked by Wall St. Rank hold CDW as of Q3 2019.

  • First Personal Financial Services reported no remaining CDW position as of Q3 2019 after selling out during the quarter.
  • First Personal Financial Services sold 578 CDW shares in Q3 2019, an estimated $64K.
  • First Personal Financial Services first reported a position in CDW in Q4 2017 and held it in 7 quarters.
  • First Personal Financial Services's CDW position peaked at $64K in Q2 2019.
  • 589 funds tracked by Wall St. Rank held CDW as of Q3 2019.

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