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First Personal Financial Services’s Scansource SCSC Stock Holding History

First Personal Financial Services’s Portfolio SCSC Stock Details SCSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-182
Closed -$7K – 929
2016
Q4 		$7K Buy
182
+33
+22% +$1.23K ﹤0.01% 789
2016
Q3 		$5K Hold
149
– – ﹤0.01% 702
2016
Q2 		$6K Buy
+149
New +$5.85K ﹤0.01% 670

Other funds holding SCSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First Personal Financial Services's SCSC Position: Q1 2017 in Review

First Personal Financial Services sold out of Scansource (SCSC) in Q1 2017, closing a stake of 182 shares — an estimated $7K sold.

First Personal Financial Services first reported a position in SCSC in Q2 2016 and held it in 3 quarters. The position peaked at $7K in Q4 2016. 179 funds tracked by Wall St. Rank hold SCSC as of Q1 2017.

  • First Personal Financial Services reported no remaining Scansource position as of Q1 2017 after selling out during the quarter.
  • First Personal Financial Services sold 182 Scansource shares in Q1 2017, an estimated $7K.
  • First Personal Financial Services first reported a position in Scansource in Q2 2016 and held it in 3 quarters.
  • First Personal Financial Services's Scansource position peaked at $7K in Q4 2016.
  • 179 funds tracked by Wall St. Rank held Scansource as of Q1 2017.

Based on First Personal Financial Services's 13F filing for Q1 2017, filed 5 May 2017.