First Personal Financial Services’s Banco Santander SAN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-2,659	Closed	-$12K	–	715
2019 Q2	$12K	Hold	2,659	–	–	﹤0.01%	481
2019 Q1	$12K	Sell	2,659 -101	-4%	-$461	﹤0.01%	473
2018 Q4	$12K	Sell	2,760 -71	-3%	-$322	﹤0.01%	444
2018 Q3	$14K	Sell	2,831 -29	-1%	-$146	﹤0.01%	456
2018 Q2	$15K	Hold	2,860	–	–	0.01%	437
2018 Q1	$18K	Buy	+2,860	New	+$18.9K	﹤0.01%	654
2015 Q4	–	Sell	-2	Closed	-$1K	–	477
2015 Q3	$1K	Hold	2	–	–	﹤0.01%	447
2015 Q2	$1K	Sell	2 -130	-98%	-$906	﹤0.01%	445
2015 Q1	$1K	Sell	132 -1	-0.8%	-$7	﹤0.01%	532
2014 Q4	$1K	Buy	+133	New	+$1.07K	﹤0.01%	437

Other funds holding SAN

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

First Personal Financial Services sold out of Banco Santander (SAN) in Q3 2019, closing a stake of 2,659 shares — an estimated $12K sold.

First Personal Financial Services first reported a position in SAN in Q4 2014 and held it in 10 quarters. The position peaked at $18K in Q1 2018. 300 funds tracked by Wall St. Rank hold SAN as of Q3 2019.

First Personal Financial Services reported no remaining Banco Santander position as of Q3 2019 after selling out during the quarter.
First Personal Financial Services sold 2,659 Banco Santander shares in Q3 2019, an estimated $12K.
First Personal Financial Services first reported a position in Banco Santander in Q4 2014 and held it in 10 quarters.
First Personal Financial Services's Banco Santander position peaked at $18K in Q1 2018.
300 funds tracked by Wall St. Rank held Banco Santander as of Q3 2019.

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