FPFS
VAL

First Personal Financial Services’s Valspar VAL Stock Holding History

First Personal Financial Services’s Portfolio VAL Stock Details VAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-458
Closed -$51K – 904
2017
Q1 		$51K Hold
458
– – 0.01% 390
2016
Q4 		$47K Buy
458
+13
+3% +$1.34K 0.01% 391
2016
Q3 		$47K Buy
445
+15
+3% +$1.6K 0.01% 288
2016
Q2 		$46K Buy
+430
New +$46.1K 0.02% 281

Other funds holding VAL

PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

First Personal Financial Services's VAL Position: Q2 2017 in Review

First Personal Financial Services sold out of Valspar (VAL) in Q2 2017, closing a stake of 458 shares — an estimated $51K sold.

First Personal Financial Services first reported a position in VAL in Q2 2016 and held it in 4 quarters. The position peaked at $51K in Q1 2017. 4 funds tracked by Wall St. Rank hold VAL as of Q2 2017.

  • First Personal Financial Services reported no remaining Valspar position as of Q2 2017 after selling out during the quarter.
  • First Personal Financial Services sold 458 Valspar shares in Q2 2017, an estimated $51K.
  • First Personal Financial Services first reported a position in Valspar in Q2 2016 and held it in 4 quarters.
  • First Personal Financial Services's Valspar position peaked at $51K in Q1 2017.
  • 4 funds tracked by Wall St. Rank held Valspar as of Q2 2017.

Based on First Personal Financial Services's 13F filing for Q2 2017, filed 3 Aug 2017.