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First Personal Financial Services’s Korn Ferry KFY Stock Holding History

First Personal Financial Services’s Portfolio KFY Stock Details KFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-238
Closed -$12K – 813
2018
Q1 		$12K Sell
238
-25
-10% -$1.11K ﹤0.01% 741
2017
Q4 		$11K Hold
263
– – ﹤0.01% 763
2017
Q3 		$10K Sell
263
-127
-33% -$4.38K ﹤0.01% 707
2017
Q2 		$13K Buy
390
+65
+20% +$2.11K ﹤0.01% 660
2017
Q1 		$10K Hold
325
– – ﹤0.01% 708
2016
Q4 		$10K Sell
325
-50
-13% -$1.22K ﹤0.01% 711
2016
Q3 		$8K Hold
375
– – ﹤0.01% 638
2016
Q2 		$8K Buy
+375
New +$10.3K ﹤0.01% 618

Other funds holding KFY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

First Personal Financial Services sold out of Korn Ferry (KFY) in Q2 2018, closing a stake of 238 shares — an estimated $12K sold.

First Personal Financial Services first reported a position in KFY in Q2 2016 and held it in 8 quarters. The position peaked at $13K in Q2 2017. 276 funds tracked by Wall St. Rank hold KFY as of Q2 2018.

  • First Personal Financial Services reported no remaining Korn Ferry position as of Q2 2018 after selling out during the quarter.
  • First Personal Financial Services sold 238 Korn Ferry shares in Q2 2018, an estimated $12K.
  • First Personal Financial Services first reported a position in Korn Ferry in Q2 2016 and held it in 8 quarters.
  • First Personal Financial Services's Korn Ferry position peaked at $13K in Q2 2017.
  • 276 funds tracked by Wall St. Rank held Korn Ferry as of Q2 2018.

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