First Personal Financial Services’s MKS Inc MKSI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-272	Closed	-$21K	–	683
2019 Q2	$21K	Hold	272	–	–	0.01%	398
2019 Q1	$25K	Buy	272 +50	+23%	+$4.03K	0.01%	371
2018 Q4	$14K	Buy	222 +61	+38%	+$4.41K	﹤0.01%	429
2018 Q3	$13K	Buy	161 +57	+55%	+$5.21K	﹤0.01%	463
2018 Q2	$10K	Sell	104 -364	-78%	-$39.7K	﹤0.01%	486
2018 Q1	$54K	Buy	468 +161	+52%	+$17.7K	0.01%	423
2017 Q4	$29K	Buy	307 +260	+553%	+$25.9K	0.01%	577
2017 Q3	$4K	Hold	47	–	–	﹤0.01%	790
2017 Q2	$3K	Hold	47	–	–	﹤0.01%	828
2017 Q1	$3K	Hold	47	–	–	﹤0.01%	831
2016 Q4	$3K	Buy	+47	New	+$2.54K	﹤0.01%	868

Other funds holding MKSI

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

First Personal Financial Services sold out of MKS Inc (MKSI) in Q3 2019, closing a stake of 272 shares — an estimated $21K sold.

First Personal Financial Services first reported a position in MKSI in Q4 2016 and held it in 11 quarters. The position peaked at $54K in Q1 2018. 307 funds tracked by Wall St. Rank hold MKSI as of Q3 2019.

First Personal Financial Services reported no remaining MKS Inc position as of Q3 2019 after selling out during the quarter.
First Personal Financial Services sold 272 MKS Inc shares in Q3 2019, an estimated $21K.
First Personal Financial Services first reported a position in MKS Inc in Q4 2016 and held it in 11 quarters.
First Personal Financial Services's MKS Inc position peaked at $54K in Q1 2018.
307 funds tracked by Wall St. Rank held MKS Inc as of Q3 2019.

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