FPFS
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First Personal Financial Services’s ENI E Stock Holding History

First Personal Financial Services’s Portfolio E Stock Details E Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-235
Closed -$8K – 594
2019
Q2 		$8K Hold
235
– – ﹤0.01% 522
2019
Q1 		$8K Hold
235
– – ﹤0.01% 522
2018
Q4 		$7K Buy
235
+8
+4% +$271 ﹤0.01% 510
2018
Q3 		$9K Buy
+227
New +$8.55K ﹤0.01% 506

Other funds holding E

Wellington Management Group
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

First Personal Financial Services sold out of ENI (E) in Q3 2019, closing a stake of 235 shares — an estimated $8K sold.

First Personal Financial Services first reported a position in E in Q3 2018 and held it in 4 quarters. The position peaked at $9K in Q3 2018. 150 funds tracked by Wall St. Rank hold E as of Q3 2019.

  • First Personal Financial Services reported no remaining ENI position as of Q3 2019 after selling out during the quarter.
  • First Personal Financial Services sold 235 ENI shares in Q3 2019, an estimated $8K.
  • First Personal Financial Services first reported a position in ENI in Q3 2018 and held it in 4 quarters.
  • First Personal Financial Services's ENI position peaked at $9K in Q3 2018.
  • 150 funds tracked by Wall St. Rank held ENI as of Q3 2019.

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