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First Personal Financial Services’s Itron ITRI Stock Holding History

First Personal Financial Services’s Portfolio ITRI Stock Details ITRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-94
Closed -$6K – 911
2016
Q4 		$6K Buy
+94
New +$5.67K ﹤0.01% 804

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Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Personal Financial Services's ITRI Position: Q1 2017 in Review

First Personal Financial Services sold out of Itron (ITRI) in Q1 2017, closing a stake of 94 shares — an estimated $6K sold.

First Personal Financial Services first reported a position in ITRI in Q4 2016 and held it in 1 quarter. The position peaked at $6K in Q4 2016. 228 funds tracked by Wall St. Rank hold ITRI as of Q1 2017.

  • First Personal Financial Services reported no remaining Itron position as of Q1 2017 after selling out during the quarter.
  • First Personal Financial Services sold 94 Itron shares in Q1 2017, an estimated $6K.
  • First Personal Financial Services first reported a position in Itron in Q4 2016 and held it in 1 quarter.
  • First Personal Financial Services's Itron position peaked at $6K in Q4 2016.
  • 228 funds tracked by Wall St. Rank held Itron as of Q1 2017.

Based on First Personal Financial Services's 13F filing for Q1 2017, filed 5 May 2017.