FPFS
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First Personal Financial Services’s Flex FLEX Stock Holding History

First Personal Financial Services’s Portfolio FLEX Stock Details FLEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-11,455
Closed -$141K – 759
2018
Q1 		$141K Sell
11,455
-453
-4% -$6.18K 0.03% 251
2017
Q4 		$161K Buy
11,908
+8,271
+227% +$112K 0.03% 269
2017
Q3 		$45K Buy
3,637
+2,699
+288% +$33.3K 0.01% 444
2017
Q2 		$12K Buy
+938
New +$11.6K ﹤0.01% 676

Other funds holding FLEX

Primecap Management
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return

First Personal Financial Services's FLEX Position: Q2 2018 in Review

First Personal Financial Services sold out of Flex (FLEX) in Q2 2018, closing a stake of 11,455 shares — an estimated $141K sold.

First Personal Financial Services first reported a position in FLEX in Q2 2017 and held it in 4 quarters. The position peaked at $161K in Q4 2017. 342 funds tracked by Wall St. Rank hold FLEX as of Q2 2018.

  • First Personal Financial Services reported no remaining Flex position as of Q2 2018 after selling out during the quarter.
  • First Personal Financial Services sold 11,455 Flex shares in Q2 2018, an estimated $141K.
  • First Personal Financial Services first reported a position in Flex in Q2 2017 and held it in 4 quarters.
  • First Personal Financial Services's Flex position peaked at $161K in Q4 2017.
  • 342 funds tracked by Wall St. Rank held Flex as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.