Curian Capital’s Erie Indemnity ERIE Stock Holding History

Curian Capital’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
2013 Q4	–	Sell	-4,037	Closed	-$293K	–	555
2013 Q3	$293K	Buy	4,037 +116	+3%	+$8.95K	0.01%	547
2013 Q2	$312K	Buy	+3,921	New	+$305K	0.01%	540

Other funds holding ERIE

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Curian Capital's ERIE Position: Q4 2013 in Review

Curian Capital sold out of Erie Indemnity (ERIE) in Q4 2013, closing a stake of 4,037 shares — an estimated $293K sold.

Curian Capital first reported a position in ERIE in Q2 2013 and held it in 2 quarters. The position peaked at $312K in Q2 2013. 114 funds tracked by Wall St. Rank hold ERIE as of Q4 2013.

Curian Capital reported no remaining Erie Indemnity position as of Q4 2013 after selling out during the quarter.
Curian Capital sold 4,037 Erie Indemnity shares in Q4 2013, an estimated $293K.
Curian Capital first reported a position in Erie Indemnity in Q2 2013 and held it in 2 quarters.
Curian Capital's Erie Indemnity position peaked at $312K in Q2 2013.
114 funds tracked by Wall St. Rank held Erie Indemnity as of Q4 2013.

Based on Curian Capital's 13F filing for Q4 2013, filed 10 Feb 2014.