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AE Wealth Management’s Peoples Financial Services PFIS Stock Holding History

AE Wealth Management’s Portfolio PFIS Stock Details PFIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-7,142
Closed -$360K – 1240
2019
Q4 		$360K Sell
7,142
-140
-2% -$6.84K 0.01% 838
2019
Q3 		$330K Buy
7,282
+160
+2% +$7.19K 0.01% 748
2019
Q2 		$320K Buy
7,122
+11
+0.2% +$481 0.01% 727
2019
Q1 		$322K Buy
+7,111
New +$310K 0.02% 439

Other funds holding PFIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PFSC
Peoples Financial Services Corp Dunmore, Pennsylvania $211M AUM 25.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AE Wealth Management's PFIS Position: Q1 2020 in Review

AE Wealth Management sold out of Peoples Financial Services (PFIS) in Q1 2020, closing a stake of 7,142 shares — an estimated $360K sold.

AE Wealth Management first reported a position in PFIS in Q1 2019 and held it in 4 quarters. The position peaked at $360K in Q4 2019. 55 funds tracked by Wall St. Rank hold PFIS as of Q1 2020.

  • AE Wealth Management reported no remaining Peoples Financial Services position as of Q1 2020 after selling out during the quarter.
  • AE Wealth Management sold 7,142 Peoples Financial Services shares in Q1 2020, an estimated $360K.
  • AE Wealth Management first reported a position in Peoples Financial Services in Q1 2019 and held it in 4 quarters.
  • AE Wealth Management's Peoples Financial Services position peaked at $360K in Q4 2019.
  • 55 funds tracked by Wall St. Rank held Peoples Financial Services as of Q1 2020.

Based on AE Wealth Management's 13F filing for Q1 2020, filed 7 May 2020.