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First Personal Financial Services’s Invesco International Dividend Achievers ETF PID Stock Holding History

First Personal Financial Services’s Portfolio PID Stock Details PID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-350
Closed -$4K – 296
2020
Q2 		$4K Hold
350
– – ﹤0.01% 284
2020
Q1 		$4K Sell
350
-2,141
-86% -$32.8K ﹤0.01% 273
2019
Q4 		$43K Hold
2,491
– – 0.01% 207
2019
Q3 		$40K Hold
2,491
– – 0.01% 267
2019
Q2 		$41K Hold
2,491
– – 0.01% 307
2019
Q1 		$40K Sell
2,491
-2,099
-46% -$32.5K 0.01% 306
2018
Q4 		$65K Hold
4,590
– – 0.02% 234
2018
Q3 		$72K Sell
4,590
-6,090
-57% -$96.7K 0.02% 238
2018
Q2 		$167K Sell
10,680
-1,847
-15% -$29.2K 0.06% 175
2018
Q1 		$197K Sell
12,527
-5,484
-30% -$89.6K 0.04% 212
2017
Q4 		$298K Sell
18,011
-3,197
-15% -$51.4K 0.06% 196
2017
Q3 		$343K Sell
21,208
-4,590
-18% -$72.3K 0.07% 168
2017
Q2 		$397K Sell
25,798
-4,245
-14% -$64.4K 0.09% 159
2017
Q1 		$452K Sell
30,043
-5,196
-15% -$77K 0.11% 129
2016
Q4 		$508K Sell
35,239
-19,225
-35% -$276K 0.13% 122
2016
Q3 		$802K Sell
54,464
-32,899
-38% -$475K 0.23% 91
2016
Q2 		$1.23M Sell
87,363
-44,924
-34% -$636K 0.42% 67
2016
Q1 		$1.83M Sell
132,287
-76,216
-37% -$978K 0.91% 43
2015
Q4 		$2.83M Sell
208,503
-83,690
-29% -$1.24M 1.59% 15
2015
Q3 		$4.22M Sell
292,193
-14,689
-5% -$233K 2.54% 5
2015
Q2 		$5.25M Buy
306,882
+4,157
+1% +$75.1K 3.14% 3
2015
Q1 		$5.28M Buy
302,725
+10,328
+4% +$183K 3.2% 3
2014
Q4 		$5.12M Buy
+292,397
New +$5.26M 3% 4

Other funds holding PID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SLA
Silver Lake Advisory Cottonwood Heights, Utah $252M AUM 14.62% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Personal Financial Services's PID Position: Q3 2020 in Review

First Personal Financial Services sold out of Invesco International Dividend Achievers ETF (PID) in Q3 2020, closing a stake of 350 shares — an estimated $4K sold.

First Personal Financial Services first reported a position in PID in Q4 2014 and held it in 23 quarters. The position peaked at $5.28M in Q1 2015. 99 funds tracked by Wall St. Rank hold PID as of Q3 2020.

  • First Personal Financial Services reported no remaining Invesco International Dividend Achievers ETF position as of Q3 2020 after selling out during the quarter.
  • First Personal Financial Services sold 350 Invesco International Dividend Achievers ETF shares in Q3 2020, an estimated $4K.
  • First Personal Financial Services first reported a position in Invesco International Dividend Achievers ETF in Q4 2014 and held it in 23 quarters.
  • First Personal Financial Services's Invesco International Dividend Achievers ETF position peaked at $5.28M in Q1 2015.
  • 99 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q3 2020.

Based on First Personal Financial Services's 13F filing for Q3 2020, filed 2 Nov 2020.