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First Personal Financial Services’s SITE Centers SITC Stock Holding History

First Personal Financial Services’s Portfolio SITC Stock Details SITC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-37
Closed -$1K – 523
2015
Q1 		$1K Hold
37
– – ﹤0.01% 533
2014
Q4 		$0 Buy
+37
New +$854 ﹤0.01% 511

Other funds holding SITC

Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

First Personal Financial Services's SITC Position: Q2 2015 in Review

First Personal Financial Services sold out of SITE Centers (SITC) in Q2 2015, closing a stake of 37 shares — an estimated $1K sold.

First Personal Financial Services first reported a position in SITC in Q4 2014 and held it in 2 quarters. The position peaked at $1K in Q1 2015. 233 funds tracked by Wall St. Rank hold SITC as of Q2 2015.

  • First Personal Financial Services reported no remaining SITE Centers position as of Q2 2015 after selling out during the quarter.
  • First Personal Financial Services sold 37 SITE Centers shares in Q2 2015, an estimated $1K.
  • First Personal Financial Services first reported a position in SITE Centers in Q4 2014 and held it in 2 quarters.
  • First Personal Financial Services's SITE Centers position peaked at $1K in Q1 2015.
  • 233 funds tracked by Wall St. Rank held SITE Centers as of Q2 2015.

Based on First Personal Financial Services's 13F filing for Q2 2015, filed 14 Aug 2015.