FPFS
YZC

First Personal Financial Services’s Yanzhou Coal Mining YZC Stock Holding History

First Personal Financial Services’s Portfolio YZC Stock Details YZC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-820
Closed -$5K – 972
2016
Q4 		$5K Buy
+820
New +$6.01K ﹤0.01% 833

Other funds holding YZC

SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return

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

First Personal Financial Services sold out of Yanzhou Coal Mining (YZC) in Q1 2017, closing a stake of 820 shares — an estimated $5K sold.

First Personal Financial Services first reported a position in YZC in Q4 2016 and held it in 1 quarter. The position peaked at $5K in Q4 2016. 7 funds tracked by Wall St. Rank hold YZC as of Q1 2017.

  • First Personal Financial Services reported no remaining Yanzhou Coal Mining position as of Q1 2017 after selling out during the quarter.
  • First Personal Financial Services sold 820 Yanzhou Coal Mining shares in Q1 2017, an estimated $5K.
  • First Personal Financial Services first reported a position in Yanzhou Coal Mining in Q4 2016 and held it in 1 quarter.
  • First Personal Financial Services's Yanzhou Coal Mining position peaked at $5K in Q4 2016.
  • 7 funds tracked by Wall St. Rank held Yanzhou Coal Mining as of Q1 2017.

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