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First Personal Financial Services’s Installed Building Products IBP Stock Holding History

First Personal Financial Services’s Portfolio IBP Stock Details IBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-648
Closed -$39K – 789
2018
Q1 		$39K Sell
648
-141
-18% -$9.37K 0.01% 487
2017
Q4 		$60K Buy
789
+389
+97% +$26.9K 0.01% 437
2017
Q3 		$26K Buy
+400
New +$22.4K 0.01% 537

Other funds holding IBP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

First Personal Financial Services sold out of Installed Building Products (IBP) in Q2 2018, closing a stake of 648 shares — an estimated $39K sold.

First Personal Financial Services first reported a position in IBP in Q3 2017 and held it in 3 quarters. The position peaked at $60K in Q4 2017. 162 funds tracked by Wall St. Rank hold IBP as of Q2 2018.

  • First Personal Financial Services reported no remaining Installed Building Products position as of Q2 2018 after selling out during the quarter.
  • First Personal Financial Services sold 648 Installed Building Products shares in Q2 2018, an estimated $39K.
  • First Personal Financial Services first reported a position in Installed Building Products in Q3 2017 and held it in 3 quarters.
  • First Personal Financial Services's Installed Building Products position peaked at $60K in Q4 2017.
  • 162 funds tracked by Wall St. Rank held Installed Building Products as of Q2 2018.

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