First Personal Financial Services’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,032	Closed	-$20K	–	770
2019 Q2	$20K	Hold	1,032	–	–	0.01%	409
2019 Q1	$16K	Buy	1,032 +610	+145%	+$9.54K	﹤0.01%	438
2018 Q4	$5K	Buy	422 +212	+101%	+$2.93K	﹤0.01%	568
2018 Q3	$4K	Buy	+210	New	+$4.57K	﹤0.01%	633

Other funds holding SUM

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

First Personal Financial Services's SUM Position: Q3 2019 in Review

First Personal Financial Services sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q3 2019, closing a stake of 1,032 shares — an estimated $20K sold.

First Personal Financial Services first reported a position in SUM in Q3 2018 and held it in 4 quarters. The position peaked at $20K in Q2 2019. 184 funds tracked by Wall St. Rank hold SUM as of Q3 2019.

First Personal Financial Services reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q3 2019 after selling out during the quarter.
First Personal Financial Services sold 1,032 Summit Materials, Inc. Class A Common Stock shares in Q3 2019, an estimated $20K.
First Personal Financial Services first reported a position in Summit Materials, Inc. Class A Common Stock in Q3 2018 and held it in 4 quarters.
First Personal Financial Services's Summit Materials, Inc. Class A Common Stock position peaked at $20K in Q2 2019.
184 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q3 2019.

Based on First Personal Financial Services's 13F filing for Q3 2019, filed 15 Oct 2019.