FPFS
JBGS

First Personal Financial Services’s JBG SMITH JBGS Stock Holding History

First Personal Financial Services’s Portfolio JBGS Stock Details JBGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-83
Closed -$3K – 802
2018
Q1 		$3K Hold
83
– – ﹤0.01% 963
2017
Q4 		$3K Hold
83
– – ﹤0.01% 947
2017
Q3 		$3K Buy
+83
New +$2.81K ﹤0.01% 806

Other funds holding JBGS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
YU
Yale University New Haven, Connecticut $2.05M AUM 1.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

First Personal Financial Services sold out of JBG SMITH (JBGS) in Q2 2018, closing a stake of 83 shares — an estimated $3K sold.

First Personal Financial Services first reported a position in JBGS in Q3 2017 and held it in 3 quarters. The position peaked at $3K in Q1 2018. 283 funds tracked by Wall St. Rank hold JBGS as of Q2 2018.

  • First Personal Financial Services reported no remaining JBG SMITH position as of Q2 2018 after selling out during the quarter.
  • First Personal Financial Services sold 83 JBG SMITH shares in Q2 2018, an estimated $3K.
  • First Personal Financial Services first reported a position in JBG SMITH in Q3 2017 and held it in 3 quarters.
  • First Personal Financial Services's JBG SMITH position peaked at $3K in Q1 2018.
  • 283 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2018.

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