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First Personal Financial Services’s Schneider National SNDR Stock Holding History

First Personal Financial Services’s Portfolio SNDR Stock Details SNDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-612
Closed -$15K – 1005
2017
Q3 		$15K Hold
612
– – ﹤0.01% 639
2017
Q2 		$14K Buy
+612
New +$12.1K ﹤0.01% 650

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BlackRock
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T. Rowe Price Associates
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VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
PJSIMP
P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $595M AUM 18.7% 1-Year Est. Return
FIM
Foresters Investment Management New York $5.05B AUM 5.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

First Personal Financial Services's SNDR Position: Q4 2017 in Review

First Personal Financial Services sold out of Schneider National (SNDR) in Q4 2017, closing a stake of 612 shares — an estimated $15K sold.

First Personal Financial Services first reported a position in SNDR in Q2 2017 and held it in 2 quarters. The position peaked at $15K in Q3 2017. 123 funds tracked by Wall St. Rank hold SNDR as of Q4 2017.

  • First Personal Financial Services reported no remaining Schneider National position as of Q4 2017 after selling out during the quarter.
  • First Personal Financial Services sold 612 Schneider National shares in Q4 2017, an estimated $15K.
  • First Personal Financial Services first reported a position in Schneider National in Q2 2017 and held it in 2 quarters.
  • First Personal Financial Services's Schneider National position peaked at $15K in Q3 2017.
  • 123 funds tracked by Wall St. Rank held Schneider National as of Q4 2017.

Based on First Personal Financial Services's 13F filing for Q4 2017, filed 25 Jan 2018.