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First Personal Financial Services’s Ericsson ERIC Stock Holding History

First Personal Financial Services’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-125
Closed -$2K – 488
2015
Q1 		$2K Hold
125
– – ﹤0.01% 430
2014
Q4 		$1K Buy
+125
New +$1.51K ﹤0.01% 408

Other funds holding ERIC

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

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

First Personal Financial Services sold out of Ericsson (ERIC) in Q2 2015, closing a stake of 125 shares — an estimated $2K sold.

First Personal Financial Services first reported a position in ERIC in Q4 2014 and held it in 2 quarters. The position peaked at $2K in Q1 2015. 231 funds tracked by Wall St. Rank hold ERIC as of Q2 2015.

  • First Personal Financial Services reported no remaining Ericsson position as of Q2 2015 after selling out during the quarter.
  • First Personal Financial Services sold 125 Ericsson shares in Q2 2015, an estimated $2K.
  • First Personal Financial Services first reported a position in Ericsson in Q4 2014 and held it in 2 quarters.
  • First Personal Financial Services's Ericsson position peaked at $2K in Q1 2015.
  • 231 funds tracked by Wall St. Rank held Ericsson as of Q2 2015.

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