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First Personal Financial Services’s Vanguard Financials ETF VFH Stock Holding History

First Personal Financial Services’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-505
Closed -$23K – 833
2016
Q1 		$23K Buy
+505
New +$22.4K 0.01% 228

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M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

First Personal Financial Services's VFH Position: Q2 2016 in Review

First Personal Financial Services sold out of Vanguard Financials ETF (VFH) in Q2 2016, closing a stake of 505 shares — an estimated $23K sold.

First Personal Financial Services first reported a position in VFH in Q1 2016 and held it in 1 quarter. The position peaked at $23K in Q1 2016. 145 funds tracked by Wall St. Rank hold VFH as of Q2 2016.

  • First Personal Financial Services reported no remaining Vanguard Financials ETF position as of Q2 2016 after selling out during the quarter.
  • First Personal Financial Services sold 505 Vanguard Financials ETF shares in Q2 2016, an estimated $23K.
  • First Personal Financial Services first reported a position in Vanguard Financials ETF in Q1 2016 and held it in 1 quarter.
  • First Personal Financial Services's Vanguard Financials ETF position peaked at $23K in Q1 2016.
  • 145 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2016.

Based on First Personal Financial Services's 13F filing for Q2 2016, filed 9 Aug 2016.