FPFS
NJ

First Personal Financial Services’s NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK NJ Stock Holding History

First Personal Financial Services’s Portfolio NJ Stock Details NJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-53
Closed -$1K – 497
2015
Q2 		$1K Hold
53
– – ﹤0.01% 465
2015
Q1 		$1K Hold
53
– – ﹤0.01% 574
2014
Q4 		$0 Buy
+53
New +$862 ﹤0.01% 551

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Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

First Personal Financial Services's NJ Position: Q3 2015 in Review

First Personal Financial Services sold out of NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK (NJ) in Q3 2015, closing a stake of 53 shares — an estimated $1K sold.

First Personal Financial Services first reported a position in NJ in Q4 2014 and held it in 3 quarters. The position peaked at $1K in Q2 2015. 77 funds tracked by Wall St. Rank hold NJ as of Q3 2015.

  • First Personal Financial Services reported no remaining NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK position as of Q3 2015 after selling out during the quarter.
  • First Personal Financial Services sold 53 NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK shares in Q3 2015, an estimated $1K.
  • First Personal Financial Services first reported a position in NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK in Q4 2014 and held it in 3 quarters.
  • First Personal Financial Services's NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK position peaked at $1K in Q2 2015.
  • 77 funds tracked by Wall St. Rank held NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK as of Q3 2015.

Based on First Personal Financial Services's 13F filing for Q3 2015, filed 13 Nov 2015.