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First Personal Financial Services’s Douglas Emmett DEI Stock Holding History

First Personal Financial Services’s Portfolio DEI Stock Details DEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-25
Closed -$1K – 484
2015
Q1 		$1K Hold
25
– – ﹤0.01% 510
2014
Q4 		$0 Buy
+25
New +$689 ﹤0.01% 487

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

First Personal Financial Services's DEI Position: Q2 2015 in Review

First Personal Financial Services sold out of Douglas Emmett (DEI) in Q2 2015, closing a stake of 25 shares — an estimated $1K sold.

First Personal Financial Services first reported a position in DEI in Q4 2014 and held it in 2 quarters. The position peaked at $1K in Q1 2015. 221 funds tracked by Wall St. Rank hold DEI as of Q2 2015.

  • First Personal Financial Services reported no remaining Douglas Emmett position as of Q2 2015 after selling out during the quarter.
  • First Personal Financial Services sold 25 Douglas Emmett shares in Q2 2015, an estimated $1K.
  • First Personal Financial Services first reported a position in Douglas Emmett in Q4 2014 and held it in 2 quarters.
  • First Personal Financial Services's Douglas Emmett position peaked at $1K in Q1 2015.
  • 221 funds tracked by Wall St. Rank held Douglas Emmett as of Q2 2015.

Based on First Personal Financial Services's 13F filing for Q2 2015, filed 14 Aug 2015.