FPFS
SF

First Personal Financial Services’s Stifel SF Stock Holding History

First Personal Financial Services’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-67
Closed -$2K – 480
2015
Q3 		$2K Hold
67
– – ﹤0.01% 401
2015
Q2 		$2K Hold
67
– – ﹤0.01% 410
2015
Q1 		$2K Hold
67
– – ﹤0.01% 464
2014
Q4 		$1K Buy
+67
New +$1.42K ﹤0.01% 438

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

First Personal Financial Services's SF Position: Q4 2015 in Review

First Personal Financial Services sold out of Stifel (SF) in Q4 2015, closing a stake of 67 shares — an estimated $2K sold.

First Personal Financial Services first reported a position in SF in Q4 2014 and held it in 4 quarters. The position peaked at $2K in Q3 2015. 226 funds tracked by Wall St. Rank hold SF as of Q4 2015.

  • First Personal Financial Services reported no remaining Stifel position as of Q4 2015 after selling out during the quarter.
  • First Personal Financial Services sold 67 Stifel shares in Q4 2015, an estimated $2K.
  • First Personal Financial Services first reported a position in Stifel in Q4 2014 and held it in 4 quarters.
  • First Personal Financial Services's Stifel position peaked at $2K in Q3 2015.
  • 226 funds tracked by Wall St. Rank held Stifel as of Q4 2015.

Based on First Personal Financial Services's 13F filing for Q4 2015, filed 26 Jan 2016.