First Personal Financial Services’s Spectrum Brands SPB Stock Holding History

First Personal Financial Services’s Portfolio SPB Stock Details SPB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-137	Closed	-$10K	–	688
2018 Q3	$10K	Hold	137	–	–	﹤0.01%	498
2018 Q2	$11K	Hold	137	–	–	﹤0.01%	478
2018 Q1	$14K	Sell	137 -115	-46%	-$12.4K	﹤0.01%	712
2017 Q4	$28K	Buy	252 +137	+119%	+$15K	0.01%	588
2017 Q3	$12K	Sell	115 -169	-60%	-$19K	﹤0.01%	676
2017 Q2	$36K	Buy	284 +7	+3%	+$938	0.01%	476
2017 Q1	$39K	Hold	277	–	–	0.01%	442
2016 Q4	$34K	Buy	277 +12	+5%	+$1.53K	0.01%	448
2016 Q3	$36K	Buy	265 +141	+114%	+$18K	0.01%	333
2016 Q2	$15K	Buy	+124	New	+$14.2K	0.01%	473
2015 Q2	–	Sell	-10	Closed	-$1K	–	524
2015 Q1	$1K	Hold	10	–	–	﹤0.01%	534
2014 Q4	$0	Buy	+10	New	+$910	﹤0.01%	512

Other funds holding SPB

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FIG

Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AVC

Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return

First Personal Financial Services's SPB Position: Q4 2018 in Review

First Personal Financial Services sold out of Spectrum Brands (SPB) in Q4 2018, closing a stake of 137 shares — an estimated $10K sold.

First Personal Financial Services first reported a position in SPB in Q4 2014 and held it in 12 quarters. The position peaked at $39K in Q1 2017. 234 funds tracked by Wall St. Rank hold SPB as of Q4 2018.

First Personal Financial Services reported no remaining Spectrum Brands position as of Q4 2018 after selling out during the quarter.
First Personal Financial Services sold 137 Spectrum Brands shares in Q4 2018, an estimated $10K.
First Personal Financial Services first reported a position in Spectrum Brands in Q4 2014 and held it in 12 quarters.
First Personal Financial Services's Spectrum Brands position peaked at $39K in Q1 2017.
234 funds tracked by Wall St. Rank held Spectrum Brands as of Q4 2018.

Based on First Personal Financial Services's 13F filing for Q4 2018, filed 30 Jan 2019.