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First Personal Financial Services’s MillerKnoll MLKN Stock Holding History

First Personal Financial Services’s Portfolio MLKN Stock Details MLKN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-250
Closed -$7K – 932
2016
Q3 		$7K Sell
250
-130
-34% -$4.29K ﹤0.01% 660
2016
Q2 		$11K Buy
+380
New +$11.7K ﹤0.01% 545

Other funds holding MLKN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

First Personal Financial Services's MLKN Position: Q4 2016 in Review

First Personal Financial Services sold out of MillerKnoll (MLKN) in Q4 2016, closing a stake of 250 shares — an estimated $7K sold.

First Personal Financial Services first reported a position in MLKN in Q2 2016 and held it in 2 quarters. The position peaked at $11K in Q2 2016. 230 funds tracked by Wall St. Rank hold MLKN as of Q4 2016.

  • First Personal Financial Services reported no remaining MillerKnoll position as of Q4 2016 after selling out during the quarter.
  • First Personal Financial Services sold 250 MillerKnoll shares in Q4 2016, an estimated $7K.
  • First Personal Financial Services first reported a position in MillerKnoll in Q2 2016 and held it in 2 quarters.
  • First Personal Financial Services's MillerKnoll position peaked at $11K in Q2 2016.
  • 230 funds tracked by Wall St. Rank held MillerKnoll as of Q4 2016.

Based on First Personal Financial Services's 13F filing for Q4 2016, filed 3 Feb 2017.