BFIM
PFC

Beese Fulmer Investment Management’s Premier Financial Corp. Common Stock PFC Stock Holding History

Beese Fulmer Investment Management’s Portfolio PFC Stock Details PFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-3,807
Closed -$67K – 563
2020
Q2 		$67K Buy
+3,807
New +$61.6K 0.01% 291

Other funds holding PFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Beese Fulmer Investment Management's PFC Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Premier Financial Corp. Common Stock (PFC) in Q3 2020, closing a stake of 3,807 shares — an estimated $67K sold.

Beese Fulmer Investment Management first reported a position in PFC in Q2 2020 and held it in 1 quarter. The position peaked at $67K in Q2 2020. 119 funds tracked by Wall St. Rank hold PFC as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Premier Financial Corp. Common Stock position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 3,807 Premier Financial Corp. Common Stock shares in Q3 2020, an estimated $67K.
  • Beese Fulmer Investment Management first reported a position in Premier Financial Corp. Common Stock in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Premier Financial Corp. Common Stock position peaked at $67K in Q2 2020.
  • 119 funds tracked by Wall St. Rank held Premier Financial Corp. Common Stock as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.