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Alera Investment Advisors’s Peoples Financial Services PFIS Stock Holding History

Alera Investment Advisors’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
2019
Q1 		– Sell
-305
Closed -$13K – 1296
2018
Q4 		$13K Buy
+305
New +$13K 0.01% 376

Other funds holding PFIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PFSC
Peoples Financial Services Corp Dunmore, Pennsylvania $231M AUM 37.59% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Alera Investment Advisors's PFIS Position: Q1 2019 in Review

Alera Investment Advisors sold out of Peoples Financial Services (PFIS) in Q1 2019, closing a stake of 305 shares — an estimated $13K sold.

Alera Investment Advisors first reported a position in PFIS in Q4 2018 and held it in 1 quarter. The position peaked at $13K in Q4 2018. 58 funds tracked by Wall St. Rank hold PFIS as of Q1 2019.

  • Alera Investment Advisors reported no remaining Peoples Financial Services position as of Q1 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 305 Peoples Financial Services shares in Q1 2019, an estimated $13K.
  • Alera Investment Advisors first reported a position in Peoples Financial Services in Q4 2018 and held it in 1 quarter.
  • Alera Investment Advisors's Peoples Financial Services position peaked at $13K in Q4 2018.
  • 58 funds tracked by Wall St. Rank held Peoples Financial Services as of Q1 2019.

Based on Alera Investment Advisors's 13F filing for Q1 2019, filed 14 May 2019.