First Personal Financial Services’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-235	Closed	-$16K	–	571
2019 Q3	$16K	Hold	235	–	–	0.01%	340
2019 Q2	$16K	Hold	235	–	–	﹤0.01%	434
2019 Q1	$15K	Buy	+235	New	+$14.6K	﹤0.01%	442

Other funds holding PSCI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

MUAMU

Mitsubishi UFJ Asset Management (UK) London, United Kingdom $193M AUM 37.43% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BCM

Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Personal Financial Services's PSCI Position: Q4 2019 in Review

First Personal Financial Services sold out of Invesco S&P SmallCap Industrials ETF (PSCI) in Q4 2019, closing a stake of 235 shares — an estimated $16K sold.

First Personal Financial Services first reported a position in PSCI in Q1 2019 and held it in 3 quarters. The position peaked at $16K in Q3 2019. 30 funds tracked by Wall St. Rank hold PSCI as of Q4 2019.

First Personal Financial Services reported no remaining Invesco S&P SmallCap Industrials ETF position as of Q4 2019 after selling out during the quarter.
First Personal Financial Services sold 235 Invesco S&P SmallCap Industrials ETF shares in Q4 2019, an estimated $16K.
First Personal Financial Services first reported a position in Invesco S&P SmallCap Industrials ETF in Q1 2019 and held it in 3 quarters.
First Personal Financial Services's Invesco S&P SmallCap Industrials ETF position peaked at $16K in Q3 2019.
30 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q4 2019.

Based on First Personal Financial Services's 13F filing for Q4 2019, filed 24 Jan 2020.