First Personal Financial Services’s TransUnion TRU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-390	Closed	-$29K	–	739
2019 Q2	$29K	Hold	390	–	–	0.01%	360
2019 Q1	$26K	Buy	390 +14	+4%	+$867	0.01%	367
2018 Q4	$21K	Buy	376 +20	+6%	+$1.28K	0.01%	369
2018 Q3	$26K	Buy	356 +165	+86%	+$12.3K	0.01%	376
2018 Q2	$14K	Sell	191 -691	-78%	-$46.1K	﹤0.01%	451
2018 Q1	$50K	Sell	882 -598	-40%	-$34.5K	0.01%	436
2017 Q4	$81K	Sell	1,480 -456	-24%	-$24.3K	0.02%	370
2017 Q3	$91K	Sell	1,936 -943	-33%	-$43.1K	0.02%	334
2017 Q2	$125K	Sell	2,879 -576	-17%	-$23.9K	0.03%	276
2017 Q1	$132K	Sell	3,455 -204	-6%	-$7.17K	0.03%	257
2016 Q4	$113K	Buy	+3,659	New	+$115K	0.03%	263

Other funds holding TRU

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

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

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

First Personal Financial Services sold out of TransUnion (TRU) in Q3 2019, closing a stake of 390 shares — an estimated $29K sold.

First Personal Financial Services first reported a position in TRU in Q4 2016 and held it in 11 quarters. The position peaked at $132K in Q1 2017. 379 funds tracked by Wall St. Rank hold TRU as of Q3 2019.

First Personal Financial Services reported no remaining TransUnion position as of Q3 2019 after selling out during the quarter.
First Personal Financial Services sold 390 TransUnion shares in Q3 2019, an estimated $29K.
First Personal Financial Services first reported a position in TransUnion in Q4 2016 and held it in 11 quarters.
First Personal Financial Services's TransUnion position peaked at $132K in Q1 2017.
379 funds tracked by Wall St. Rank held TransUnion as of Q3 2019.

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