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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

First Personal Financial Services's MSCI Position: Q1 2020 in Review

First Personal Financial Services sold out of MSCI (MSCI) in Q1 2020, closing a stake of 4 shares — an estimated $1K sold.

First Personal Financial Services first reported a position in MSCI in Q4 2014 and held it in 10 quarters. The position peaked at $16K in Q2 2019. 608 funds tracked by Wall St. Rank hold MSCI as of Q1 2020.

First Personal Financial Services reported no remaining MSCI position as of Q1 2020 after selling out during the quarter.
First Personal Financial Services sold 4 MSCI shares in Q1 2020, an estimated $1K.
First Personal Financial Services first reported a position in MSCI in Q4 2014 and held it in 10 quarters.
First Personal Financial Services's MSCI position peaked at $16K in Q2 2019.
608 funds tracked by Wall St. Rank held MSCI as of Q1 2020.

Based on First Personal Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.