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Advisors Preferred’s Erie Indemnity ERIE Stock Holding History

Advisors Preferred’s Portfolio ERIE Stock Details ERIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-955
Closed -$79K – 216
2015
Q3 		$79K Buy
+955
New +$79.5K 0.09% 61

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advisors Preferred's ERIE Position: Q4 2015 in Review

Advisors Preferred sold out of Erie Indemnity (ERIE) in Q4 2015, closing a stake of 955 shares — an estimated $79K sold.

Advisors Preferred first reported a position in ERIE in Q3 2015 and held it in 1 quarter. The position peaked at $79K in Q3 2015. 128 funds tracked by Wall St. Rank hold ERIE as of Q4 2015.

  • Advisors Preferred reported no remaining Erie Indemnity position as of Q4 2015 after selling out during the quarter.
  • Advisors Preferred sold 955 Erie Indemnity shares in Q4 2015, an estimated $79K.
  • Advisors Preferred first reported a position in Erie Indemnity in Q3 2015 and held it in 1 quarter.
  • Advisors Preferred's Erie Indemnity position peaked at $79K in Q3 2015.
  • 128 funds tracked by Wall St. Rank held Erie Indemnity as of Q4 2015.

Based on Advisors Preferred's 13F filing for Q4 2015, filed 11 Feb 2016.