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First Personal Financial Services’s Pembina Pipeline PBA Stock Holding History

First Personal Financial Services’s Portfolio PBA Stock Details PBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-144
Closed -$5K – 924
2016
Q4 		$5K Hold
144
– – ﹤0.01% 825
2016
Q3 		$4K Hold
144
– – ﹤0.01% 723
2016
Q2 		$4K Buy
+144
New +$4.2K ﹤0.01% 709

Other funds holding PBA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

First Personal Financial Services's PBA Position: Q1 2017 in Review

First Personal Financial Services sold out of Pembina Pipeline (PBA) in Q1 2017, closing a stake of 144 shares — an estimated $5K sold.

First Personal Financial Services first reported a position in PBA in Q2 2016 and held it in 3 quarters. The position peaked at $5K in Q4 2016. 285 funds tracked by Wall St. Rank hold PBA as of Q1 2017.

  • First Personal Financial Services reported no remaining Pembina Pipeline position as of Q1 2017 after selling out during the quarter.
  • First Personal Financial Services sold 144 Pembina Pipeline shares in Q1 2017, an estimated $5K.
  • First Personal Financial Services first reported a position in Pembina Pipeline in Q2 2016 and held it in 3 quarters.
  • First Personal Financial Services's Pembina Pipeline position peaked at $5K in Q4 2016.
  • 285 funds tracked by Wall St. Rank held Pembina Pipeline as of Q1 2017.

Based on First Personal Financial Services's 13F filing for Q1 2017, filed 5 May 2017.