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First Personal Financial Services’s WesBanco WSBC Stock Holding History

First Personal Financial Services’s Portfolio WSBC Stock Details WSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-184
Closed -$8K – 938
2016
Q4 		$8K Sell
184
-3
-2% -$112 ﹤0.01% 766
2016
Q3 		$6K Buy
187
+19
+11% +$604 ﹤0.01% 687
2016
Q2 		$5K Buy
+168
New +$5.29K ﹤0.01% 692

Other funds holding WSBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

First Personal Financial Services's WSBC Position: Q1 2017 in Review

First Personal Financial Services sold out of WesBanco (WSBC) in Q1 2017, closing a stake of 184 shares — an estimated $8K sold.

First Personal Financial Services first reported a position in WSBC in Q2 2016 and held it in 3 quarters. The position peaked at $8K in Q4 2016. 154 funds tracked by Wall St. Rank hold WSBC as of Q1 2017.

  • First Personal Financial Services reported no remaining WesBanco position as of Q1 2017 after selling out during the quarter.
  • First Personal Financial Services sold 184 WesBanco shares in Q1 2017, an estimated $8K.
  • First Personal Financial Services first reported a position in WesBanco in Q2 2016 and held it in 3 quarters.
  • First Personal Financial Services's WesBanco position peaked at $8K in Q4 2016.
  • 154 funds tracked by Wall St. Rank held WesBanco as of Q1 2017.

Based on First Personal Financial Services's 13F filing for Q1 2017, filed 5 May 2017.