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First Personal Financial Services’s Woodward WWD Stock Holding History

First Personal Financial Services’s Portfolio WWD Stock Details WWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-33
Closed -$2K – 854
2016
Q2 		$2K Buy
+33
New +$1.82K ﹤0.01% 771
2015
Q2 		– Sell
-13
Closed -$1K – 536
2015
Q1 		$1K Hold
13
– – ﹤0.01% 544
2014
Q4 		$0 Buy
+13
New +$644 ﹤0.01% 522

Other funds holding WWD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Personal Financial Services's WWD Position: Q3 2016 in Review

First Personal Financial Services sold out of Woodward (WWD) in Q3 2016, closing a stake of 33 shares — an estimated $2K sold.

First Personal Financial Services first reported a position in WWD in Q4 2014 and held it in 3 quarters. The position peaked at $2K in Q2 2016. 244 funds tracked by Wall St. Rank hold WWD as of Q3 2016.

  • First Personal Financial Services reported no remaining Woodward position as of Q3 2016 after selling out during the quarter.
  • First Personal Financial Services sold 33 Woodward shares in Q3 2016, an estimated $2K.
  • First Personal Financial Services first reported a position in Woodward in Q4 2014 and held it in 3 quarters.
  • First Personal Financial Services's Woodward position peaked at $2K in Q2 2016.
  • 244 funds tracked by Wall St. Rank held Woodward as of Q3 2016.

Based on First Personal Financial Services's 13F filing for Q3 2016, filed 7 Nov 2016.