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Capital Investment Advisory Services’s Erie Indemnity ERIE Stock Holding History

Capital Investment Advisory Services’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
2019
Q4 		– Sell
-408
Closed -$76K – 766
2019
Q3 		$76K Hold
408
– – 0.02% 453
2019
Q2 		$108K Hold
408
– – 0.03% 373
2019
Q1 		$73K Buy
408
+136
+50% +$21.8K 0.03% 410
2018
Q4 		$36K Buy
+272
New +$35.3K 0.02% 520

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BlackRock
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Capital Investment Advisory Services's ERIE Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of Erie Indemnity (ERIE) in Q4 2019, closing a stake of 408 shares — an estimated $76K sold.

Capital Investment Advisory Services first reported a position in ERIE in Q4 2018 and held it in 4 quarters. The position peaked at $108K in Q2 2019. 219 funds tracked by Wall St. Rank hold ERIE as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining Erie Indemnity position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 408 Erie Indemnity shares in Q4 2019, an estimated $76K.
  • Capital Investment Advisory Services first reported a position in Erie Indemnity in Q4 2018 and held it in 4 quarters.
  • Capital Investment Advisory Services's Erie Indemnity position peaked at $108K in Q2 2019.
  • 219 funds tracked by Wall St. Rank held Erie Indemnity as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.