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First Personal Financial Services’s Super Micro Computer SMCI Stock Holding History

First Personal Financial Services’s Portfolio SMCI Stock Details SMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-2,390
Closed -$6K – 941
2016
Q3 		$6K Sell
2,390
-1,890
-44% -$4.21K ﹤0.01% 683
2016
Q2 		$11K Buy
+4,280
New +$11.7K ﹤0.01% 549

Other funds holding SMCI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Personal Financial Services's SMCI Position: Q4 2016 in Review

First Personal Financial Services sold out of Super Micro Computer (SMCI) in Q4 2016, closing a stake of 2,390 shares — an estimated $6K sold.

First Personal Financial Services first reported a position in SMCI in Q2 2016 and held it in 2 quarters. The position peaked at $11K in Q2 2016. 177 funds tracked by Wall St. Rank hold SMCI as of Q4 2016.

  • First Personal Financial Services reported no remaining Super Micro Computer position as of Q4 2016 after selling out during the quarter.
  • First Personal Financial Services sold 2,390 Super Micro Computer shares in Q4 2016, an estimated $6K.
  • First Personal Financial Services first reported a position in Super Micro Computer in Q2 2016 and held it in 2 quarters.
  • First Personal Financial Services's Super Micro Computer position peaked at $11K in Q2 2016.
  • 177 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2016.

Based on First Personal Financial Services's 13F filing for Q4 2016, filed 3 Feb 2017.