FPFS
PGTI

First Personal Financial Services’s PGT, Inc. PGTI Stock Holding History

First Personal Financial Services’s Portfolio PGTI Stock Details PGTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-129
Closed -$2K – 778
2019
Q2 		$2K Hold
129
– – ﹤0.01% 676
2019
Q1 		$2K Hold
129
– – ﹤0.01% 662
2018
Q4 		$2K Buy
+129
New +$2.5K ﹤0.01% 631

Other funds holding PGTI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

First Personal Financial Services sold out of PGT, Inc. (PGTI) in Q3 2019, closing a stake of 129 shares — an estimated $2K sold.

First Personal Financial Services first reported a position in PGTI in Q4 2018 and held it in 3 quarters. The position peaked at $2K in Q2 2019. 167 funds tracked by Wall St. Rank hold PGTI as of Q3 2019.

  • First Personal Financial Services reported no remaining PGT, Inc. position as of Q3 2019 after selling out during the quarter.
  • First Personal Financial Services sold 129 PGT, Inc. shares in Q3 2019, an estimated $2K.
  • First Personal Financial Services first reported a position in PGT, Inc. in Q4 2018 and held it in 3 quarters.
  • First Personal Financial Services's PGT, Inc. position peaked at $2K in Q2 2019.
  • 167 funds tracked by Wall St. Rank held PGT, Inc. as of Q3 2019.

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