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First Personal Financial Services’s Fortive FTV Stock Holding History

First Personal Financial Services’s Portfolio FTV Stock Details FTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-27
Closed -$1K – 384
2019
Q4 		$1K Buy
+27
New +$1.22K ﹤0.01% 433
2019
Q3 		– Sell
-13
Closed -$1K – 615
2019
Q2 		$1K Buy
+13
New +$675 ﹤0.01% 719
2018
Q2 		– Sell
-1,841
Closed -$90K – 765
2018
Q1 		$90K Sell
1,841
-2,298
-56% -$109K 0.02% 330
2017
Q4 		$189K Sell
4,139
-1,341
-24% -$61.4K 0.04% 240
2017
Q3 		$245K Hold
5,480
– – 0.05% 203
2017
Q2 		$219K Buy
5,480
+1,719
+46% +$67.7K 0.05% 208
2017
Q1 		$142K Buy
3,761
+555
+17% +$19.9K 0.03% 243
2016
Q4 		$109K Buy
3,206
+2,748
+600% +$90.9K 0.03% 268
2016
Q3 		$15K Buy
+458
New +$14.7K ﹤0.01% 489

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BlackRock
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return