FPFS
NDAQ icon

First Personal Financial Services’s Nasdaq NDAQ Stock Holding History

First Personal Financial Services’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-84
Closed -$2K – 505
2015
Q1 		$2K Hold
84
– – ﹤0.01% 450
2014
Q4 		$1K Buy
+84
New +$1.24K ﹤0.01% 427

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

First Personal Financial Services's NDAQ Position: Q2 2015 in Review

First Personal Financial Services sold out of Nasdaq (NDAQ) in Q2 2015, closing a stake of 84 shares — an estimated $2K sold.

First Personal Financial Services first reported a position in NDAQ in Q4 2014 and held it in 2 quarters. The position peaked at $2K in Q1 2015. 382 funds tracked by Wall St. Rank hold NDAQ as of Q2 2015.

  • First Personal Financial Services reported no remaining Nasdaq position as of Q2 2015 after selling out during the quarter.
  • First Personal Financial Services sold 84 Nasdaq shares in Q2 2015, an estimated $2K.
  • First Personal Financial Services first reported a position in Nasdaq in Q4 2014 and held it in 2 quarters.
  • First Personal Financial Services's Nasdaq position peaked at $2K in Q1 2015.
  • 382 funds tracked by Wall St. Rank held Nasdaq as of Q2 2015.

Based on First Personal Financial Services's 13F filing for Q2 2015, filed 14 Aug 2015.