First Personal Financial Services’s Power Integrations POWI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-98	Closed	-$4K	–	707
2019 Q2	$4K	Hold	98	–	–	﹤0.01%	617
2019 Q1	$3K	Hold	98	–	–	﹤0.01%	646
2018 Q4	$3K	Hold	98	–	–	﹤0.01%	615
2018 Q3	$3K	Hold	98	–	–	﹤0.01%	646
2018 Q2	$4K	Hold	98	–	–	﹤0.01%	607
2018 Q1	$3K	Sell	98 -2	-2%	-$71	﹤0.01%	969
2017 Q4	$4K	Buy	+100	New	+$3.81K	﹤0.01%	927

Other funds holding POWI

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

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

CVA

Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

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

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

First Personal Financial Services sold out of Power Integrations (POWI) in Q3 2019, closing a stake of 98 shares — an estimated $4K sold.

First Personal Financial Services first reported a position in POWI in Q4 2017 and held it in 7 quarters. The position peaked at $4K in Q2 2019. 231 funds tracked by Wall St. Rank hold POWI as of Q3 2019.

First Personal Financial Services reported no remaining Power Integrations position as of Q3 2019 after selling out during the quarter.
First Personal Financial Services sold 98 Power Integrations shares in Q3 2019, an estimated $4K.
First Personal Financial Services first reported a position in Power Integrations in Q4 2017 and held it in 7 quarters.
First Personal Financial Services's Power Integrations position peaked at $4K in Q2 2019.
231 funds tracked by Wall St. Rank held Power Integrations as of Q3 2019.

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