FPFS
WMK icon

First Personal Financial Services’s Weis Markets WMK Stock Holding History

First Personal Financial Services’s Portfolio WMK Stock Details WMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-79
Closed -$4K – 535
2015
Q1 		$4K Hold
79
– – ﹤0.01% 362
2014
Q4 		$3K Buy
+79
New +$3.45K ﹤0.01% 346

Other funds holding WMK

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DGHMC
Dalton, Greiner, Hartman, Maher & Co New York $126M AUM 92.88% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

First Personal Financial Services's WMK Position: Q2 2015 in Review

First Personal Financial Services sold out of Weis Markets (WMK) in Q2 2015, closing a stake of 79 shares — an estimated $4K sold.

First Personal Financial Services first reported a position in WMK in Q4 2014 and held it in 2 quarters. The position peaked at $4K in Q1 2015. 95 funds tracked by Wall St. Rank hold WMK as of Q2 2015.

  • First Personal Financial Services reported no remaining Weis Markets position as of Q2 2015 after selling out during the quarter.
  • First Personal Financial Services sold 79 Weis Markets shares in Q2 2015, an estimated $4K.
  • First Personal Financial Services first reported a position in Weis Markets in Q4 2014 and held it in 2 quarters.
  • First Personal Financial Services's Weis Markets position peaked at $4K in Q1 2015.
  • 95 funds tracked by Wall St. Rank held Weis Markets as of Q2 2015.

Based on First Personal Financial Services's 13F filing for Q2 2015, filed 14 Aug 2015.