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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 $6.73T AUM 46.02% 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 $580B AUM 38.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
Emerald Advisers
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Glenmede Trust
Glenmede Trust Philadelphia, Pennsylvania $22.7B 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.