First Personal Financial Services historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 10 quarters from 2014-12-31 to 2024-09-30, First Personal Financial Services opened 650 positions, added to 644, reduced 612 and sold out of 295.
- Q3 2016: Stock NEM; Country of operation United States; Class COM; Shares before 383.
- Q3 2016: Stock PM; Country of operation United States; Class COM; Shares before 1,489.
- Q3 2016: Stock SEE; Country of operation —; Class COM; Shares before 924.
- Q3 2016: Stock ALK; Country of operation United States; Class COM; Shares before 10.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1633869), 10 quarters: Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-01); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-30); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-26); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-07); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-09); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-11); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-26); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-13); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-14); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-04). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2014-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q3 2016 | NEM
NEWMONT MINING CORP | United States | COM | 383 | 503 | +120 | $15,000 | $20,000 | +$5,000 | 2016-11-07 |
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| Q3 2016 | PM
PHILIP MORRIS INTL INC | United States | COM | 1,489 | 1,603 | +114 | $151,000 | $156,000 | +$5,000 | 2016-11-07 |
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| Q3 2016 | SEE
SEALED AIR CORP NEW | | COM | 924 | 994 | +70 | $42,000 | $46,000 | +$4,000 | 2016-11-07 |
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| Q3 2016 | ALK
ALASKA AIR GROUP INC | United States | COM | 10 | 75 | +65 | $1,000 | $5,000 | +$4,000 | 2016-11-07 |
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| Q3 2016 | AMAT
APPLIED MATLS INC | United States | COM | 510 | 545 | +35 | $12,000 | $16,000 | +$4,000 | 2016-11-07 |
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| Q3 2016 | BC
BRUNSWICK CORP | United States | COM | 682 | 727 | +45 | $31,000 | $35,000 | +$4,000 | 2016-11-07 |
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| Q3 2016 | BURL
BURLINGTON STORES INC | United States | COM | 251 | 261 | +10 | $17,000 | $21,000 | +$4,000 | 2016-11-07 |
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| Q3 2016 | BWXT
BWX TECHNOLOGIES INC | United States | COM | 85 | 188 | +103 | $3,000 | $7,000 | +$4,000 | 2016-11-07 |
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| Q3 2016 | CDNS
CADENCE DESIGN SYSTEM INC | United States | COM | 1,284 | 1,374 | +90 | $31,000 | $35,000 | +$4,000 | 2016-11-07 |
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| Q3 2016 | EXP
EAGLE MATERIALS INC | United States | COM | 614 | 654 | +40 | $47,000 | $51,000 | +$4,000 | 2016-11-07 |
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| Q3 2016 | ENTG
ENTEGRIS INC | United States | COM | 1,157 | 1,217 | +60 | $17,000 | $21,000 | +$4,000 | 2016-11-07 |
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| Q3 2016 | WAL
WESTERN ALLIANCE BANCORP | United States | COM | 528 | 556 | +28 | $17,000 | $21,000 | +$4,000 | 2016-11-07 |
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| Q3 2016 | MU
MICRON TECHNOLOGY INC | United States | COM | 461 | 541 | +80 | $6,000 | $10,000 | +$4,000 | 2016-11-07 |
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| Q3 2016 | MIDD
MIDDLEBY CORP | United States | COM | 251 | 266 | +15 | $29,000 | $33,000 | +$4,000 | 2016-11-07 |
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| Q3 2016 | MUR
MURPHY OIL CORP | United States | COM | 256 | 410 | +154 | $8,000 | $12,000 | +$4,000 | 2016-11-07 |
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| Q3 2016 | SIG
SIGNET JEWELERS LIMITED | | SHS | 73 | 121 | +48 | $6,000 | $9,000 | +$3,000 | 2016-11-07 |
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| Q3 2016 | DCH
AMERICAN AXLE & MFG HLDGS I | United States | COM | 572 | 623 | +51 | $8,000 | $11,000 | +$3,000 | 2016-11-07 |
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| Q3 2016 | CBRE
CBRE GROUP INC | United States | CL A | 108 | 198 | +90 | $3,000 | $6,000 | +$3,000 | 2016-11-07 |
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| Q3 2016 | CVS
CVS HEALTH CORP | United States | COM | 1,784 | 1,884 | +100 | $171,000 | $168,000 | -$3,000 | 2016-11-07 |
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| Q3 2016 | EBS
EMERGENT BIOSOLUTIONS INC | United States | COM | 315 | 394 | +79 | $9,000 | $12,000 | +$3,000 | 2016-11-07 |
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| Q3 2016 | SYNA
SYNAPTICS INC | United States | COM | 279 | 304 | +25 | $15,000 | $18,000 | +$3,000 | 2016-11-07 |
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| Q3 2016 | SYY
SYSCO CORP | United States | COM | 578 | 644 | +66 | $29,000 | $32,000 | +$3,000 | 2016-11-07 |
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| Q3 2016 | UHS
UNIVERSAL HLTH SVCS INC | United States | CL B | 363 | 374 | +11 | $49,000 | $46,000 | -$3,000 | 2016-11-07 |
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| Q3 2016 | WWW
WOLVERINE WORLD WIDE INC | United States | COM | 387 | 491 | +104 | $8,000 | $11,000 | +$3,000 | 2016-11-07 |
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| Q3 2016 | RF
REGIONS FINL CORP NEW | United States | COM | 1,944 | 1,954 | +10 | $17,000 | $19,000 | +$2,000 | 2016-11-07 |
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| Q3 2016 | APOG
APOGEE ENTERPRISES INC | United States | COM | 216 | 279 | +63 | $10,000 | $12,000 | +$2,000 | 2016-11-07 |
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| Q3 2016 | IMAX
IMAX CORP | | COM | 1,234 | 1,324 | +90 | $36,000 | $38,000 | +$2,000 | 2016-11-07 |
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| Q3 2016 | ZD
J2 GLOBAL INC | United States | COM | 142 | 165 | +23 | $9,000 | $11,000 | +$2,000 | 2016-11-07 |
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| Q3 2016 | CASY
CASEYS GEN STORES INC | United States | COM | 233 | 238 | +5 | $31,000 | $29,000 | -$2,000 | 2016-11-07 |
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| Q3 2016 | FANG
DIAMONDBACK ENERGY INC | United States | COM | 249 | 264 | +15 | $23,000 | $25,000 | +$2,000 | 2016-11-07 |
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| Q3 2016 | FNB
FNB CORP PA | United States | COM | 705 | 875 | +170 | $9,000 | $11,000 | +$2,000 | 2016-11-07 |
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| Q3 2016 | HAL
HALLIBURTON CO | United States | COM | 448 | 488 | +40 | $20,000 | $22,000 | +$2,000 | 2016-11-07 |
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| Q3 2016 | MANH
MANHATTAN ASSOCS INC | United States | COM | 922 | 992 | +70 | $59,000 | $57,000 | -$2,000 | 2016-11-07 |
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| Q3 2016 | VAC
MARRIOTT VACATIONS WRLDWDE | United States | COM | 260 | 275 | +15 | $18,000 | $20,000 | +$2,000 | 2016-11-07 |
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| Q3 2016 | MEI
METHODE ELECTRS INC | United States | COM | 252 | 303 | +51 | $9,000 | $11,000 | +$2,000 | 2016-11-07 |
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| Q3 2016 | NAVI
NAVIENT CORP | United States | COM | 360 | 420 | +60 | $4,000 | $6,000 | +$2,000 | 2016-11-07 |
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| Q3 2016 | AMG
AFFILIATED MANAGERS GROUP | United States | COM | 178 | 183 | +5 | $25,000 | $26,000 | +$1,000 | 2016-11-07 |
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| Q3 2016 | DHR
DANAHER CORP DEL | United States | COM | 578 | 749 | +171 | $58,000 | $59,000 | +$1,000 | 2016-11-07 |
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| Q3 2016 | XRAY
DENTSPLY SIRONA INC | United States | COM | 692 | 737 | +45 | $43,000 | $44,000 | +$1,000 | 2016-11-07 |
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| Q3 2016 | UAL
UNITED CONTL HLDGS INC | United States | COM | 50 | 60 | +10 | $2,000 | $3,000 | +$1,000 | 2016-11-07 |
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| Q3 2016 | WSBC
WESBANCO INC | United States | COM | 168 | 187 | +19 | $5,000 | $6,000 | +$1,000 | 2016-11-07 |
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| Q3 2016 | MPC
MARATHON PETE CORP | United States | COM | 90 | 100 | +10 | $3,000 | $4,000 | +$1,000 | 2016-11-07 |
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| Q3 2016 | NFLX
NETFLIX INC | United States | COM | 21 | 31 | +10 | $2,000 | $3,000 | +$1,000 | 2016-11-07 |
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| Q3 2016 | HURN
HURON CONSULTING GROUP INC | United States | COM | 224 | 239 | +15 | $14,000 | $14,000 | $0 | 2016-11-07 |
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| Q3 2016 | CSL
CARLISLE COS INC | United States | COM | 655 | 675 | +20 | $69,000 | $69,000 | $0 | 2016-11-07 |
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| Q3 2016 | WSM
WILLIAMS SONOMA INC | United States | COM | 262 | 277 | +15 | $14,000 | $14,000 | $0 | 2016-11-07 |
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| Q3 2016 | ACH
OWENS & MINOR INC NEW | United States | COM | 1,040 | 1,120 | +80 | $39,000 | $39,000 | $0 | 2016-11-07 |
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| Q3 2016 | PII
POLARIS INDS INC | United States | COM | 495 | 520 | +25 | $40,000 | $40,000 | $0 | 2016-11-07 |
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