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First Personal Financial Services’s Globus Medical GMED Stock Holding History

First Personal Financial Services’s Portfolio GMED Stock Details GMED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-207
Closed -$9K – 1045
2017
Q4 		$9K Sell
207
-127
-38% -$4.45K ﹤0.01% 801
2017
Q3 		$10K Buy
334
+8
+2% +$244 ﹤0.01% 704
2017
Q2 		$11K Sell
326
-160
-33% -$5.03K ﹤0.01% 694
2017
Q1 		$14K Buy
486
+127
+35% +$3.47K ﹤0.01% 635
2016
Q4 		$9K Sell
359
-145
-29% -$3.29K ﹤0.01% 727
2016
Q3 		$11K Hold
504
– – ﹤0.01% 559
2016
Q2 		$12K Buy
+504
New +$12.1K ﹤0.01% 522

Other funds holding GMED

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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 GMED Position: Q1 2018 in Review

First Personal Financial Services sold out of Globus Medical (GMED) in Q1 2018, closing a stake of 207 shares — an estimated $9K sold.

First Personal Financial Services first reported a position in GMED in Q2 2016 and held it in 7 quarters. The position peaked at $14K in Q1 2017. 279 funds tracked by Wall St. Rank hold GMED as of Q1 2018.

  • First Personal Financial Services reported no remaining Globus Medical position as of Q1 2018 after selling out during the quarter.
  • First Personal Financial Services sold 207 Globus Medical shares in Q1 2018, an estimated $9K.
  • First Personal Financial Services first reported a position in Globus Medical in Q2 2016 and held it in 7 quarters.
  • First Personal Financial Services's Globus Medical position peaked at $14K in Q1 2017.
  • 279 funds tracked by Wall St. Rank held Globus Medical as of Q1 2018.

Based on First Personal Financial Services's 13F filing for Q1 2018, filed 10 May 2018.