Chief Compliance Officer

0001633869-15-000003.txt : 20150814 0001633869-15-000003.hdr.sgml : 20150814 20150814115638 ACCESSION NUMBER: 0001633869-15-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150630 FILED AS OF DATE: 20150814 DATE AS OF CHANGE: 20150814 EFFECTIVENESS DATE: 20150814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: First Personal Financial Services CENTRAL INDEX KEY: 0001633869 IRS NUMBER: 561825872 STATE OF INCORPORATION: NC FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16545 FILM NUMBER: 151053846 BUSINESS ADDRESS: STREET 1: 521 E. MOREHEAD STREET STREET 2: SUITE 580 CITY: CHARLOTTE STATE: NC ZIP: 28202 BUSINESS PHONE: 704-374-0646 MAIL ADDRESS: STREET 1: 521 E. MOREHEAD STREET STREET 2: SUITE 580 CITY: CHARLOTTE STATE: NC ZIP: 28202 13F-HR 1 primary_doc.xml 13F-HR LIVE false true true 0001633869 XXXXXXXX 06-30-2015 06-30-2015 First Personal Financial Services

521 E. MOREHEAD STREET SUITE 580 CHARLOTTE NC 28202

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QUEST DIAGNOSTICS INC COM 74834L100 10 135 SH SOLE 135 0 0 RAYTHEON CO COM NEW 755111507 27 276 SH SOLE 276 0 0 RECEPTOS INC COM 756207106 4 16 SH SOLE 16 0 0 REED ELSEVIER N V SPONS ADR NEW 758204200 2 41 SH SOLE 41 0 0 REGIONS FINL CORP NEW COM 7591EP100 12 1137 SH SOLE 1137 0 0 REPUBLIC SVCS INC COM 760759100 3 58 SH SOLE 58 0 0 REYNOLDS AMERICAN INC COM 761713106 15 200 SH SOLE 200 0 0 RIO TINTO PLC SPONSORED ADR 767204100 8 178 SH SOLE 178 0 0 ROPER TECHNOLOGIES INC COM 776696106 4 22 SH SOLE 22 0 0 ROYAL BK CDA MONTREAL QUE COM 780087102 2676 43753 SH SOLE 43753 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 34 589 SH SOLE 589 0 0 ROYAL GOLD INC COM 780287108 3 43 SH SOLE 43 0 0 RTI INTL METALS INC COM 74973W107 2 33 SH SOLE 33 0 0 RYANAIR HLDGS PLC SPONSORED ADR 783513104 4 43 SH SOLE 43 0 0 SANOFI SPONSORED ADR 80105N105 294 5927 SH SOLE 5927 0 0 SAP SE SPON ADR 803054204 4 49 SH SOLE 49 0 0 SASOL LTD SPONSORED ADR 803866300 66 1773 SH SOLE 1773 0 0 SCANA CORP NEW COM 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SYSTEMS INC COM 82966C103 2 18 SH SOLE 18 0 0 SONOCO PRODS CO COM 835495102 26 600 SH SOLE 600 0 0 SOTHEBYS COM 835898107 1 19 SH SOLE 19 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 140 680 PRN SOLE 680 0 0 SPDR SERIES TRUST S&P REGL BKG 78464A698 1940 43924 SH SOLE 43924 0 0 SPDR SERIES TRUST WELLS FG PFD ETF 78464A292 19 435 SH SOLE 435 0 0 SS&C TECHNOLOGIES HLDGS INC COM 78467J100 4 50 SH SOLE 50 0 0 STARBUCKS CORP COM 855244109 861 16046 SH SOLE 16046 0 0 STARWOOD HOTELS&RESORTS WRL COM 85590A401 5 52 SH SOLE 52 0 0 STATOIL ASA SPONSORED ADR 85771P102 1 40 SH SOLE 40 0 0 STERICYCLE INC COM 858912108 693 5168 SH SOLE 5168 0 0 STIFEL FINL CORP COM 860630102 2 30 SH SOLE 30 0 0 STRYKER CORP COM 863667101 359 3748 SH SOLE 3748 0 0 SUMITOMO MITSUI FINL GROUP SPONSORED ADR 86562M209 6 578 SH SOLE 578 0 0 SUNCOR ENERGY INC NEW COM 867224107 1 31 SH SOLE 31 0 0 SUPERIOR ENERGY SVCS INC COM 868157108 1 27 SH SOLE 27 0 0 SYSCO CORP COM 871829107 12 316 SH SOLE 316 0 0 TAIWAN SEMICONDUCTOR MFG 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0 TRAVELERS COMPANIES INC COM 89417E109 29 300 SH SOLE 300 0 0 TREX CO INC COM 89531P105 1 18 SH SOLE 18 0 0 TRI CONTL CORP COM 895436103 5 200 SH SOLE 200 0 0 TRIMBLE NAVIGATION LTD COM 896239100 6 244 SH SOLE 244 0 0 TRINET GROUP INC COM 896288107 1 30 SH SOLE 30 0 0 TWENTY FIRST CENTY FOX INC CL A 90130A101 6 173 SH SOLE 173 0 0 TWO HBRS INVT CORP COM 90187B101 1 91 SH SOLE 91 0 0 UGI CORP NEW COM 902681105 4 105 SH SOLE 105 0 0 ULTIMATE SOFTWARE GROUP INC COM 90385D107 3 13 SH SOLE 13 0 0 UMB FINL CORP COM 902788108 1 10 SH SOLE 10 0 0 UNILEVER N V N Y SHS NEW 904784709 2194 52431 SH SOLE 52431 0 0 UNILEVER PLC SPON ADR NEW 904767704 16 362 SH SOLE 362 0 0 UNION PAC CORP COM 907818108 43 446 SH SOLE 446 0 0 UNITED NAT FOODS INC COM 911163103 21 324 SH SOLE 324 0 0 UNITED PARCEL SERVICE INC CL B 911312106 165 1696 SH SOLE 1696 0 0 UNITED STATES STL CORP NEW COM 912909108 3 120 SH SOLE 120 0 0 UNITED TECHNOLOGIES CORP COM 913017109 609 5485 SH SOLE 5485 0 0 UNITEDHEALTH GROUP INC COM 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COM 92343V104 1744 37416 SH SOLE 37416 0 0 VISA INC COM CL A 92826C839 663 9872 SH SOLE 9872 0 0 WABCO HLDGS INC COM 92927K102 2 14 SH SOLE 14 0 0 WAL-MART STORES INC COM 931142103 1891 26652 SH SOLE 26652 0 0 WASHINGTON REAL ESTATE INVT SH BEN INT 939653101 53 2025 SH SOLE 2025 0 0 WASTE CONNECTIONS INC COM 941053100 3 46 SH SOLE 46 0 0 WASTE MGMT INC DEL COM 94106L109 2184 47101 SH SOLE 47101 0 0 WATERS CORP COM 941848103 652 5077 SH SOLE 5077 0 0 WATERS CORP COM 941848103 15 115 SH SOLE 115 0 0 WELLS FARGO & CO NEW COM 949746101 158 2802 SH SOLE 2802 0 0 WEST CORP WEST CORP 952355105 4 129 SH SOLE 129 0 0 WESTPAC BKG CORP SPONSORED ADR 961214301 2 76 SH SOLE 76 0 0 WGL HLDGS INC COM 92924F106 66 1200 SH SOLE 1200 0 0 WHITEWAVE FOODS CO COM 966244105 3 44 SH SOLE 44 0 0 WHITING PETE CORP NEW COM 966387102 1 11 SH SOLE 11 0 0 WHOLE FOODS MKT INC COM 966837106 1 20 SH SOLE 20 0 0 WILLIAMS COS INC DEL COM 969457100 209 3632 SH SOLE 3632 0 0 WISDOMTREE TR MIDCAP DIVI FD 97717W505 218 2630 SH SOLE 2630 0 0 WISDOMTREE TR EMG MKTS SMCAP 97717W281 14 307 SH SOLE 307 0 0 WPP PLC NEW ADR 92937A102 95 842 SH SOLE 842 0 0 XCEL ENERGY INC COM 98389B100 59 1830 SH SOLE 1830 0 0 XEROX CORP COM 984121103 17 1596 SH SOLE 1596 0 0 XILINX INC COM 983919101 3 57 SH SOLE 57 0 0 YAMANA GOLD INC COM 98462Y100 1 72 SH SOLE 72 0 0 ZIMMER BIOMET HLDGS INC COM 98956P102 8 72 SH SOLE 72 0 0