First Personal Financial Services’s Wabash National WNC Stock Holding History

First Personal Financial Services’s Portfolio WNC Stock Details WNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-753	Closed	-$16K	–	937
2018 Q1	$16K	Buy	753 +135	+22%	+$3.04K	﹤0.01%	680
2017 Q4	$13K	Sell	618 -27	-4%	-$562	﹤0.01%	735
2017 Q3	$15K	Sell	645 -435	-40%	-$9.15K	﹤0.01%	640
2017 Q2	$24K	Buy	1,080 +27	+3%	+$570	0.01%	551
2017 Q1	$22K	Hold	1,053	–	–	0.01%	547
2016 Q4	$17K	Buy	1,053 +34	+3%	+$464	﹤0.01%	585
2016 Q3	$15K	Sell	1,019 -515	-34%	-$7.04K	﹤0.01%	492
2016 Q2	$19K	Buy	+1,534	New	+$20.6K	0.01%	434

Other funds holding WNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RCAMU

Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

First Personal Financial Services sold out of Wabash National (WNC) in Q2 2018, closing a stake of 753 shares — an estimated $16K sold.

First Personal Financial Services first reported a position in WNC in Q2 2016 and held it in 8 quarters. The position peaked at $24K in Q2 2017. 220 funds tracked by Wall St. Rank hold WNC as of Q2 2018.

First Personal Financial Services reported no remaining Wabash National position as of Q2 2018 after selling out during the quarter.
First Personal Financial Services sold 753 Wabash National shares in Q2 2018, an estimated $16K.
First Personal Financial Services first reported a position in Wabash National in Q2 2016 and held it in 8 quarters.
First Personal Financial Services's Wabash National position peaked at $24K in Q2 2017.
220 funds tracked by Wall St. Rank held Wabash National as of Q2 2018.

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