FPFS
VG

First Personal Financial Services’s Vonage Holdings Corporation VG Stock Holding History

First Personal Financial Services’s Portfolio VG Stock Details VG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-855
Closed -$9K – 1063
2018
Q1 		$9K Buy
855
+531
+164% +$5.66K ﹤0.01% 831
2017
Q4 		$3K Buy
+324
New +$2.96K ﹤0.01% 964

Other funds holding VG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

First Personal Financial Services's VG Position: Q2 2018 in Review

First Personal Financial Services sold out of Vonage Holdings Corporation (VG) in Q2 2018, closing a stake of 855 shares — an estimated $9K sold.

First Personal Financial Services first reported a position in VG in Q4 2017 and held it in 2 quarters. The position peaked at $9K in Q1 2018. 259 funds tracked by Wall St. Rank hold VG as of Q2 2018.

  • First Personal Financial Services reported no remaining Vonage Holdings Corporation position as of Q2 2018 after selling out during the quarter.
  • First Personal Financial Services sold 855 Vonage Holdings Corporation shares in Q2 2018, an estimated $9K.
  • First Personal Financial Services first reported a position in Vonage Holdings Corporation in Q4 2017 and held it in 2 quarters.
  • First Personal Financial Services's Vonage Holdings Corporation position peaked at $9K in Q1 2018.
  • 259 funds tracked by Wall St. Rank held Vonage Holdings Corporation as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.