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First Personal Financial Services’s MSCI MSCI Stock Holding History

First Personal Financial Services’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-4
Closed -$1K – 443
2019
Q4 		$1K Sell
4
-62
-94% -$15.1K ﹤0.01% 463
2019
Q3 		$14K Hold
66
– – ﹤0.01% 353
2019
Q2 		$16K Buy
66
+4
+6% +$897 ﹤0.01% 433
2019
Q1 		$12K Buy
62
+6
+11% +$1.04K ﹤0.01% 471
2018
Q4 		$8K Hold
56
– – ﹤0.01% 498
2018
Q3 		$10K Buy
56
+29
+107% +$5.04K ﹤0.01% 496
2018
Q2 		$4K Hold
27
– – ﹤0.01% 604
2018
Q1 		$4K Hold
27
– – ﹤0.01% 940
2017
Q4 		$3K Buy
+27
New +$3.37K ﹤0.01% 954
2015
Q1 		– Sell
-77
Closed -$3K – 593
2014
Q4 		$3K Buy
+77
New +$3.6K ﹤0.01% 335

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return