First Personal Financial Services’s Omega Healthcare OHI Stock Holding History

First Personal Financial Services’s Portfolio OHI Stock Details OHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-280	Closed	-$10K	–	701
2019 Q2	$10K	Hold	280	–	–	﹤0.01%	505
2019 Q1	$11K	Hold	280	–	–	﹤0.01%	487
2018 Q4	$10K	Sell	280 -176	-39%	-$6.1K	﹤0.01%	472
2018 Q3	$15K	Buy	456 +47	+11%	+$1.5K	﹤0.01%	446
2018 Q2	$13K	Sell	409 -115	-22%	-$3.29K	﹤0.01%	456
2018 Q1	$14K	Buy	524 +406	+344%	+$10.8K	﹤0.01%	710
2017 Q4	$3K	Buy	+118	New	+$3.41K	﹤0.01%	956
2016 Q1	–	Sell	-106	Closed	-$4K	–	376
2015 Q4	$4K	Hold	106	–	–	﹤0.01%	345
2015 Q3	$4K	Hold	106	–	–	﹤0.01%	344
2015 Q2	$4K	Hold	106	–	–	﹤0.01%	337
2015 Q1	$5K	Hold	106	–	–	﹤0.01%	326
2014 Q4	$4K	Buy	+106	New	+$4.02K	﹤0.01%	312

Other funds holding OHI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

First Personal Financial Services's OHI Position: Q3 2019 in Review

First Personal Financial Services sold out of Omega Healthcare (OHI) in Q3 2019, closing a stake of 280 shares — an estimated $10K sold.

First Personal Financial Services first reported a position in OHI in Q4 2014 and held it in 12 quarters. The position peaked at $15K in Q3 2018. 478 funds tracked by Wall St. Rank hold OHI as of Q3 2019.

First Personal Financial Services reported no remaining Omega Healthcare position as of Q3 2019 after selling out during the quarter.
First Personal Financial Services sold 280 Omega Healthcare shares in Q3 2019, an estimated $10K.
First Personal Financial Services first reported a position in Omega Healthcare in Q4 2014 and held it in 12 quarters.
First Personal Financial Services's Omega Healthcare position peaked at $15K in Q3 2018.
478 funds tracked by Wall St. Rank held Omega Healthcare as of Q3 2019.

Based on First Personal Financial Services's 13F filing for Q3 2019, filed 15 Oct 2019.