FPFS
WWAV

First Personal Financial Services’s The WhiteWave Foods Company WWAV Stock Holding History

First Personal Financial Services’s Portfolio WWAV Stock Details WWAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-1,433
Closed -$80K – 908
2017
Q1 		$80K Sell
1,433
-97
-6% -$5.35K 0.02% 317
2016
Q4 		$85K Buy
1,530
+30
+2% +$1.64K 0.02% 308
2016
Q3 		$82K Sell
1,500
-89
-6% -$4.9K 0.02% 225
2016
Q2 		$75K Buy
+1,589
New +$68.2K 0.03% 222
2015
Q4 		– Sell
-44
Closed -$2K – 546
2015
Q3 		$2K Hold
44
– – ﹤0.01% 417
2015
Q2 		$3K Hold
44
– – ﹤0.01% 374
2015
Q1 		$2K Hold
44
– – ﹤0.01% 496
2014
Q4 		$1K Buy
+44
New +$1.56K ﹤0.01% 474

Other funds holding WWAV

FNBOO
First National Bank of Omaha Omaha, Nebraska $3.55B AUM 27.24% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

First Personal Financial Services's WWAV Position: Q2 2017 in Review

First Personal Financial Services sold out of The WhiteWave Foods Company (WWAV) in Q2 2017, closing a stake of 1,433 shares — an estimated $80K sold.

First Personal Financial Services first reported a position in WWAV in Q4 2014 and held it in 8 quarters. The position peaked at $85K in Q4 2016. 4 funds tracked by Wall St. Rank hold WWAV as of Q2 2017.

  • First Personal Financial Services reported no remaining The WhiteWave Foods Company position as of Q2 2017 after selling out during the quarter.
  • First Personal Financial Services sold 1,433 The WhiteWave Foods Company shares in Q2 2017, an estimated $80K.
  • First Personal Financial Services first reported a position in The WhiteWave Foods Company in Q4 2014 and held it in 8 quarters.
  • First Personal Financial Services's The WhiteWave Foods Company position peaked at $85K in Q4 2016.
  • 4 funds tracked by Wall St. Rank held The WhiteWave Foods Company as of Q2 2017.

Based on First Personal Financial Services's 13F filing for Q2 2017, filed 3 Aug 2017.