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First Personal Financial Services’s Carpenter Technology CRS Stock Holding History

First Personal Financial Services’s Portfolio CRS Stock Details CRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-17
Closed -$1K – 416
2015
Q3 		$1K Hold
17
– – ﹤0.01% 428
2015
Q2 		$1K Hold
17
– – ﹤0.01% 433
2015
Q1 		$1K Hold
17
– – ﹤0.01% 507
2014
Q4 		$0 Buy
+17
New +$820 ﹤0.01% 484

Other funds holding CRS

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

First Personal Financial Services's CRS Position: Q4 2015 in Review

First Personal Financial Services sold out of Carpenter Technology (CRS) in Q4 2015, closing a stake of 17 shares — an estimated $1K sold.

First Personal Financial Services first reported a position in CRS in Q4 2014 and held it in 4 quarters. The position peaked at $1K in Q3 2015. 196 funds tracked by Wall St. Rank hold CRS as of Q4 2015.

  • First Personal Financial Services reported no remaining Carpenter Technology position as of Q4 2015 after selling out during the quarter.
  • First Personal Financial Services sold 17 Carpenter Technology shares in Q4 2015, an estimated $1K.
  • First Personal Financial Services first reported a position in Carpenter Technology in Q4 2014 and held it in 4 quarters.
  • First Personal Financial Services's Carpenter Technology position peaked at $1K in Q3 2015.
  • 196 funds tracked by Wall St. Rank held Carpenter Technology as of Q4 2015.

Based on First Personal Financial Services's 13F filing for Q4 2015, filed 26 Jan 2016.