FPFS
IBME

First Personal Financial Services’s ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF IBME Stock Holding History

First Personal Financial Services’s Portfolio IBME Stock Details IBME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,380
Closed -$36K – 605
2014
Q4 		$36K Buy
+1,380
New +$36.8K 0.02% 177

Other funds holding IBME

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

First Personal Financial Services's IBME Position: Q1 2015 in Review

First Personal Financial Services sold out of ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF (IBME) in Q1 2015, closing a stake of 1,380 shares — an estimated $36K sold.

First Personal Financial Services first reported a position in IBME in Q4 2014 and held it in 1 quarter. The position peaked at $36K in Q4 2014. 49 funds tracked by Wall St. Rank hold IBME as of Q1 2015.

  • First Personal Financial Services reported no remaining ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF position as of Q1 2015 after selling out during the quarter.
  • First Personal Financial Services sold 1,380 ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF shares in Q1 2015, an estimated $36K.
  • First Personal Financial Services first reported a position in ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF in Q4 2014 and held it in 1 quarter.
  • First Personal Financial Services's ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF position peaked at $36K in Q4 2014.
  • 49 funds tracked by Wall St. Rank held ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF as of Q1 2015.

Based on First Personal Financial Services's 13F filing for Q1 2015, filed 4 May 2015.