First Personal Financial Services’s SS&C Technologies SSNC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-1,906	Closed	-$102K	–	895
2018 Q1	$102K	Buy	1,906 +1,790	+1,543%	+$88.8K	0.02%	302
2017 Q4	$5K	Hold	116	–	–	﹤0.01%	901
2017 Q3	$5K	Sell	116 -1,173	-91%	-$45.3K	﹤0.01%	780
2017 Q2	$50K	Hold	1,289	–	–	0.01%	421
2017 Q1	$46K	Hold	1,289	–	–	0.01%	410
2016 Q4	$37K	Buy	1,289 +1,173	+1,011%	+$36.4K	0.01%	433
2016 Q3	$4K	Sell	116 -42	-27%	-$1.33K	﹤0.01%	727
2016 Q2	$4K	Buy	+158	New	+$4.74K	﹤0.01%	713
2015 Q3	–	Sell	-100	Closed	-$4K	–	486
2015 Q2	$4K	Hold	100	–	–	﹤0.01%	345
2015 Q1	$4K	Hold	100	–	–	﹤0.01%	356
2014 Q4	$2K	Buy	+100	New	+$2.48K	﹤0.01%	378

Other funds holding SSNC

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

First Personal Financial Services's SSNC Position: Q2 2018 in Review

First Personal Financial Services sold out of SS&C Technologies (SSNC) in Q2 2018, closing a stake of 1,906 shares — an estimated $102K sold.

First Personal Financial Services first reported a position in SSNC in Q4 2014 and held it in 11 quarters. The position peaked at $102K in Q1 2018. 348 funds tracked by Wall St. Rank hold SSNC as of Q2 2018.

First Personal Financial Services reported no remaining SS&C Technologies position as of Q2 2018 after selling out during the quarter.
First Personal Financial Services sold 1,906 SS&C Technologies shares in Q2 2018, an estimated $102K.
First Personal Financial Services first reported a position in SS&C Technologies in Q4 2014 and held it in 11 quarters.
First Personal Financial Services's SS&C Technologies position peaked at $102K in Q1 2018.
348 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.