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First Personal Financial Services’s Evertec EVTC Stock Holding History

First Personal Financial Services’s Portfolio EVTC Stock Details EVTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-24
Closed -$1K – 490
2015
Q1 		$1K Hold
24
– – ﹤0.01% 515
2014
Q4 		$0 Buy
+24
New +$527 ﹤0.01% 492

Other funds holding EVTC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
FCP
Fine Capital Partners New York $563M AUM 7.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SAS
Sarbit Advisory Services Winnipeg, Manitoba, Canada $294M AUM 0.68% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

First Personal Financial Services sold out of Evertec (EVTC) in Q2 2015, closing a stake of 24 shares — an estimated $1K sold.

First Personal Financial Services first reported a position in EVTC in Q4 2014 and held it in 2 quarters. The position peaked at $1K in Q1 2015. 124 funds tracked by Wall St. Rank hold EVTC as of Q2 2015.

  • First Personal Financial Services reported no remaining Evertec position as of Q2 2015 after selling out during the quarter.
  • First Personal Financial Services sold 24 Evertec shares in Q2 2015, an estimated $1K.
  • First Personal Financial Services first reported a position in Evertec in Q4 2014 and held it in 2 quarters.
  • First Personal Financial Services's Evertec position peaked at $1K in Q1 2015.
  • 124 funds tracked by Wall St. Rank held Evertec as of Q2 2015.

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