FPFS
TREX icon

First Personal Financial Services’s Trex TREX Stock Holding History

First Personal Financial Services’s Portfolio TREX Stock Details TREX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-72
Closed -$1K – 490
2015
Q3 		$1K Hold
72
– – ﹤0.01% 450
2015
Q2 		$1K Hold
72
– – ﹤0.01% 449
2015
Q1 		$1K Hold
72
– – ﹤0.01% 539
2014
Q4 		$0 Buy
+72
New +$717 ﹤0.01% 518

Other funds holding TREX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
KI
Kalmar Investments Greenville, Delaware $443M AUM 23.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Personal Financial Services's TREX Position: Q4 2015 in Review

First Personal Financial Services sold out of Trex (TREX) in Q4 2015, closing a stake of 72 shares — an estimated $1K sold.

First Personal Financial Services first reported a position in TREX in Q4 2014 and held it in 4 quarters. The position peaked at $1K in Q3 2015. 162 funds tracked by Wall St. Rank hold TREX as of Q4 2015.

  • First Personal Financial Services reported no remaining Trex position as of Q4 2015 after selling out during the quarter.
  • First Personal Financial Services sold 72 Trex shares in Q4 2015, an estimated $1K.
  • First Personal Financial Services first reported a position in Trex in Q4 2014 and held it in 4 quarters.
  • First Personal Financial Services's Trex position peaked at $1K in Q3 2015.
  • 162 funds tracked by Wall St. Rank held Trex as of Q4 2015.

Based on First Personal Financial Services's 13F filing for Q4 2015, filed 26 Jan 2016.