First Personal Financial Services’s James River Group Holdings JRVR Stock Holding History

First Personal Financial Services’s Portfolio JRVR Stock Details JRVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-290	Closed	-$14K	–	652
2019 Q2	$14K	Hold	290	–	–	﹤0.01%	455
2019 Q1	$12K	Hold	290	–	–	﹤0.01%	469
2018 Q4	$11K	Hold	290	–	–	﹤0.01%	458
2018 Q3	$12K	Buy	290 +45	+18%	+$1.84K	﹤0.01%	472
2018 Q2	$10K	Buy	245 +45	+23%	+$1.7K	﹤0.01%	484
2018 Q1	$7K	Buy	200 +74	+59%	+$2.69K	﹤0.01%	863
2017 Q4	$5K	Buy	+126	New	+$5.11K	﹤0.01%	897

Other funds holding JRVR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Personal Financial Services's JRVR Position: Q3 2019 in Review

First Personal Financial Services sold out of James River Group Holdings (JRVR) in Q3 2019, closing a stake of 290 shares — an estimated $14K sold.

First Personal Financial Services first reported a position in JRVR in Q4 2017 and held it in 7 quarters. The position peaked at $14K in Q2 2019. 168 funds tracked by Wall St. Rank hold JRVR as of Q3 2019.

First Personal Financial Services reported no remaining James River Group Holdings position as of Q3 2019 after selling out during the quarter.
First Personal Financial Services sold 290 James River Group Holdings shares in Q3 2019, an estimated $14K.
First Personal Financial Services first reported a position in James River Group Holdings in Q4 2017 and held it in 7 quarters.
First Personal Financial Services's James River Group Holdings position peaked at $14K in Q2 2019.
168 funds tracked by Wall St. Rank held James River Group Holdings as of Q3 2019.

Based on First Personal Financial Services's 13F filing for Q3 2019, filed 15 Oct 2019.