FPFS
WOR icon

First Personal Financial Services’s Worthington Enterprises WOR Stock Holding History

First Personal Financial Services’s Portfolio WOR Stock Details WOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-8
Closed – – 939
2018
Q1 		$0 Buy
+8
New +$225 ﹤0.01% 1080

Other funds holding WOR

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

First Personal Financial Services sold out of Worthington Enterprises (WOR) in Q2 2018, closing a stake of 8 shares.

First Personal Financial Services first reported a position in WOR in Q1 2018 and held it in 1 quarter. The position peaked at $0 in Q1 2018. 222 funds tracked by Wall St. Rank hold WOR as of Q2 2018.

  • First Personal Financial Services reported no remaining Worthington Enterprises position as of Q2 2018 after selling out during the quarter.
  • First Personal Financial Services sold 8 Worthington Enterprises shares in Q2 2018.
  • First Personal Financial Services first reported a position in Worthington Enterprises in Q1 2018 and held it in 1 quarter.
  • First Personal Financial Services's Worthington Enterprises position peaked at $0 in Q1 2018.
  • 222 funds tracked by Wall St. Rank held Worthington Enterprises as of Q2 2018.

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