FPFS
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First Personal Financial Services’s NNN REIT NNN Stock Holding History

First Personal Financial Services’s Portfolio NNN Stock Details NNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-102
Closed -$5K – 700
2019
Q2 		$5K Hold
102
– – ﹤0.01% 595
2019
Q1 		$6K Hold
102
– – ﹤0.01% 574
2018
Q4 		$5K Hold
102
– – ﹤0.01% 562
2018
Q3 		$5K Buy
102
+16
+19% +$720 ﹤0.01% 601
2018
Q2 		$4K Buy
+86
New +$3.47K ﹤0.01% 605
2016
Q1 		– Sell
-170
Closed -$7K – 372
2015
Q4 		$7K Buy
+170
New +$6.47K ﹤0.01% 317
2015
Q2 		– Sell
-14
Closed -$1K – 518
2015
Q1 		$1K Hold
14
– – ﹤0.01% 522
2014
Q4 		$0 Buy
+14
New +$530 ﹤0.01% 503

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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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return