First Personal Financial Services’s Callon Petroleum Company CPE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-112	Closed	-$15K	–	961
2018 Q1	$15K	Buy	112 +14	+14%	+$1.64K	﹤0.01%	700
2017 Q4	$12K	Buy	98 +28	+40%	+$3.1K	﹤0.01%	748
2017 Q3	$8K	Buy	70 +8	+13%	+$851	﹤0.01%	743
2017 Q2	$7K	Sell	62 -148	-70%	-$17.3K	﹤0.01%	768
2017 Q1	$27K	Buy	210 +136	+184%	+$18.8K	0.01%	519
2016 Q4	$11K	Buy	+74	New	+$11.3K	﹤0.01%	700

Other funds holding CPE

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

First Personal Financial Services's CPE Position: Q2 2018 in Review

First Personal Financial Services sold out of Callon Petroleum Company (CPE) in Q2 2018, closing a stake of 112 shares — an estimated $15K sold.

First Personal Financial Services first reported a position in CPE in Q4 2016 and held it in 6 quarters. The position peaked at $27K in Q1 2017. 321 funds tracked by Wall St. Rank hold CPE as of Q2 2018.

First Personal Financial Services reported no remaining Callon Petroleum Company position as of Q2 2018 after selling out during the quarter.
First Personal Financial Services sold 112 Callon Petroleum Company shares in Q2 2018, an estimated $15K.
First Personal Financial Services first reported a position in Callon Petroleum Company in Q4 2016 and held it in 6 quarters.
First Personal Financial Services's Callon Petroleum Company position peaked at $27K in Q1 2017.
321 funds tracked by Wall St. Rank held Callon Petroleum Company as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.