First Personal Financial Services — Q1 2017 13F保有銘柄

Name: First Personal Financial Services — 13F Holdings, Q1 2017
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001633869

申告総資産額

$4.7億

← 最新の四半期に戻る

今四半期の全保有銘柄

上位200銘柄を表示中（全870銘柄）

#	ティッカー	発行体	資産子分類	比率	比率変動	持株数変化
1	IWD	Ishares Russell 1000 Value E	ETF-その他	4.32%	—	—
2	IVV	Ishares Core S&p 500 ETF	ETF-大型株・グロース	2.06%	—	+6.57%
3	BABA	Alibaba Group Holding-sp Adr	株式-一般消費財	1.95%	—	+0.09%
4	IJH	Ishares Core S&p Midcap ETF	ETF-その他	1.92%	—	+5.20%
5	EDU	New Oriental Education & Technology Group Inc.	株式-生活必需品	1.88%	—	—
6	AVGO	Broadcom Inc.	株式-IT	1.82%	—	+2.50%
7	IGIB	Ishares 5-10y Inv Grade CORP	ETF-投資適格社債	1.79%	—	-3.92%
8	NOBL	Proshares S&p 500 Dividend A	ETF-大型株・グロース	1.73%	—	+1.82%
9	ACN	Accenture plc	株式-IT	1.65%	—	+4.21%
10	MDT	Medtronic plc	株式-ヘルスケア	1.60%	—	-0.91%
11	AON	Aon plc	株式-金融	1.59%	—	—
12	IEMG	Ishares Core Msci Emerging	ETF-新興国市場	1.55%	—	—
13	DE	Deere & Co	株式-資本財	1.49%	—	-0.45%
14	PWVUSD	Invesco Dynamic Large Cap Va	ETF-大型株・グロース	1.47%	—	+3.27%
15	ICLR	ICON Public Limited Company	株式-ヘルスケア	1.43%	—	—
16	EWL	Ishares Msci Switzerland ETF	ETF-その他	1.43%	—	+3.13%
17	HDB	Hdfc Bank Ltd-adr	株式-金融	1.40%	—	—
18	UNUSD	Unilever N V -ny Shares	株式-その他	1.34%	—	+5.61%
19	AEP	American Electric Power Company, Inc.	株式-公益事業	1.32%	—	+15.27%
20	MSFT	Microsoft CORP	株式-IT	1.31%	—	+4.25%
21	IJK	Ishares S&p Mid-cap 400 Grow	ETF-その他	1.29%	—	+3.30%
22	DOX	Amdocs Limited	株式-IT	1.27%	—	—
23	IBM	Intl Business Machines CORP	株式-IT	1.27%	—	+1.20%
24	WMT	Walmart INC	株式-生活必需品	1.26%	—	+4.96%
25	PFE	Pfizer INC	株式-ヘルスケア	1.21%	—	+8.24%
26	MKC	Mccormick & Co-non Vtg Shrs	株式-生活必需品	1.16%	—	+67.82%
27	PG	Procter & Gamble Co/the	株式-生活必需品	1.13%	—	+1.44%
28	PEP	Pepsico INC	株式-生活必需品	1.10%	—	+3.77%
29	SCHG	Schwab US Large-cap Growth	ETF-その他	1.10%	—	-4.39%
30	CSCO	Cisco Systems INC	株式-IT	1.02%	—	+2.47%
31	NUE	Nucor CORP	株式-素材	0.99%	—	+3.50%
32	AKX	Ansys INC	株式-その他	0.99%	—	+3.76%
33	AAPL	Apple INC	株式-IT	0.99%	—	+6.36%
34	CLX	Clorox Company	株式-生活必需品	0.96%	—	+0.37%
35	WM	Waste Management INC	株式-資本財	0.95%	—	-0.34%
36	ORCL	Oracle CORP	株式-IT	0.95%	—	+0.54%
37	DEO	Diageo Plc-sponsored Adr	株式-生活必需品	0.94%	—	+1.23%
38	NXPI	NXP Semiconductors N.V.	株式-IT	0.94%	—	—
39	BND	Vanguard Total Bond Market	ETF-その他	0.89%	—	-1.39%
40	AWK	American Water Works Co INC	株式-公益事業	0.88%	—	+14.85%
41	TMO	Thermo Fisher Scientific INC	株式-ヘルスケア	0.84%	—	+1.36%
42	KHC	Kraft Heinz Co/the	株式-生活必需品	0.81%	—	+62.09%
43	VNQ	Vanguard Real Estate ETF	ETF-その他	0.80%	—	+6.54%
44	MCD	Mcdonald's CORP	株式-一般消費財	0.79%	—	-2.09%
45	BNS	Bank Of Nova Scotia	株式-金融	0.77%	—	—
46	GOOGL	Alphabet Inc-cl A	株式-通信サービス	0.76%	—	-8.19%
47	INFY	Infosys Ltd-sp Adr	株式-IT	0.75%	—	+30.58%
48	RY	Royal Bank Of Canada	株式-金融	0.74%	—	+0.47%
49	EVER	EverQuote, Inc.	株式-その他	0.72%	—	—
50	KRE	Ss Spdr S&p Regional Bank	ETF-その他	0.71%	—	+0.89%

1–50 of 200

今四半期の持株変動

First Personal Financial ServicesがQ1 2017時点の四半期で開示したポジション変更（銘柄コード、発行体、ウェイト変化、株数変化、アクションを含む）
#	ティッカー	発行体	比率変動	持株数変化	アクション
1	EDU	New Oriental Education & Technology Group Inc.	+0.4%	—	変化なし
2	MKC	Mccormick & Co-non Vtg Shrs	+0.4%	+67.82%	増加
3	EQIX	Equinix INC	+0.4%	+216.60%	増加
4	KHC	Kraft Heinz Co/the	+0.3%	+62.09%	増加
5	AVGO	Broadcom Inc.	+0.3%	+2.50%	増加
6	COST	Costco Wholesale CORP	+0.2%	+133.23%	増加
7	BABA	Alibaba Group Holding-sp Adr	+0.2%	+0.09%	増加
8	UNUSD	Unilever N V -ny Shares	+0.2%	+5.61%	増加
9	AAPL	Apple INC	+0.2%	+6.36%	増加
10	INTC	Intel CORP	+0.2%	+114.50%	増加
11	HDB	Hdfc Bank Ltd-adr	+0.2%	—	変化なし
12	INFY	Infosys Ltd-sp Adr	+0.2%	+30.58%	増加
13	✓	Whole Foods Mkt INC	+0.2%	+53.35%	増加
14	POT1EUR	Potash CORP Of Saskatchewan	+0.2%	+71.52%	増加
15	CVS	Cvs Health CORP	+0.1%	+38.54%	増加
16	FCX	Freeport-mcmoran INC	+0.1%	+334.40%	増加
17	AWK	American Water Works Co INC	+0.1%	+14.85%	増加
18	✓		+0.1%	+2.55%	増加
19	TIP	Ishares Tips Bond ETF	+0.1%	+29.76%	増加
20	AKX	Ansys INC	+0.1%	+3.76%	増加
21	META	Meta Platforms Inc-class A	+0.1%	+35.00%	増加
22	CL	Colgate-palmolive Co	+0.1%	+11.64%	増加
23	CHKP	Check Point Software Technologies Ltd.	+0.1%	+0.52%	増加
24	DAKT	Daktronics INC	+0.1%	+46.16%	増加
25	IVV	Ishares Core S&p 500 ETF	+0.1%	+6.57%	増加
26	ORCL	Oracle CORP	+0.1%	+0.54%	増加
27	CSCO	Cisco Systems INC	+0.1%	+2.47%	増加
28	PFE	Pfizer INC	0%	+8.24%	増加
29	IHS	Ihs Markit LTD	0%	—	変化なし
30	IEMG	Ishares Core Msci Emerging	0%	—	変化なし
31	MDT	Medtronic plc	0%	-0.91%	減少
32	EWL	Ishares Msci Switzerland ETF	0%	+3.13%	増加
33	CLX	Clorox Company	0%	+0.37%	増加
34	DEO	Diageo Plc-sponsored Adr	0%	+1.23%	増加
35	MSFT	Microsoft CORP	0%	+4.25%	増加
36	PEP	Pepsico INC	0%	+3.77%	増加
37	WMT	Walmart INC	—	+4.96%	増加
38	AEP	American Electric Power Company, Inc.	0%	+15.27%	増加
39	PG	Procter & Gamble Co/the	0%	+1.44%	増加
40	IJH	Ishares Core S&p Midcap ETF	0%	+5.20%	増加
41	PWVUSD	Invesco Dynamic Large Cap Va	0%	+3.27%	増加
42	IJK	Ishares S&p Mid-cap 400 Grow	0%	+3.30%	増加
43	ACN	Accenture plc	-0.1%	+4.21%	増加
44	AON	Aon plc	-0.1%	—	変化なし
45	NOBL	Proshares S&p 500 Dividend A	-0.1%	+1.82%	増加
46	HD	Home Depot INC	-0.1%	-49.62%	減少
47	IWD	Ishares Russell 1000 Value E	-0.3%	—	変化なし
48	FMS	Fresenius Medical Care-adr	—	EXIT	全売却
49	TAL	Tal Education Group- Adr	—	EXIT	全売却
50	LYTS	Lsi Industries INC	—	NEW	新規購入