FPFS
DBRG

First Personal Financial Services’s DigitalBridge DBRG Stock Holding History

First Personal Financial Services’s Portfolio DBRG Stock Details DBRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-190
Closed -$9K – 1041
2017
Q4 		$9K Buy
+190
New +$9.33K ﹤0.01% 799
2016
Q3 		– Sell
-62
Closed -$3K – 812
2016
Q2 		$3K Buy
+62
New +$2.95K ﹤0.01% 727

Other funds holding DBRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

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

First Personal Financial Services sold out of DigitalBridge (DBRG) in Q1 2018, closing a stake of 190 shares — an estimated $9K sold.

First Personal Financial Services first reported a position in DBRG in Q2 2016 and held it in 2 quarters. The position peaked at $9K in Q4 2017. 371 funds tracked by Wall St. Rank hold DBRG as of Q1 2018.

  • First Personal Financial Services reported no remaining DigitalBridge position as of Q1 2018 after selling out during the quarter.
  • First Personal Financial Services sold 190 DigitalBridge shares in Q1 2018, an estimated $9K.
  • First Personal Financial Services first reported a position in DigitalBridge in Q2 2016 and held it in 2 quarters.
  • First Personal Financial Services's DigitalBridge position peaked at $9K in Q4 2017.
  • 371 funds tracked by Wall St. Rank held DigitalBridge as of Q1 2018.

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