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Denali Advisors’s Peoples Financial Services PFIS Stock Holding History

Denali 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
2018
Q2 		– Sell
-48
Closed -$2K – 299
2018
Q1 		$2K Hold
48
– – ﹤0.01% 239
2017
Q4 		$2K Hold
48
– – ﹤0.01% 231
2017
Q3 		$2K Hold
48
– – ﹤0.01% 229
2017
Q2 		$2K Buy
+48
New +$2.04K ﹤0.01% 229

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Denali Advisors's PFIS Position: Q2 2018 in Review

Denali Advisors sold out of Peoples Financial Services (PFIS) in Q2 2018, closing a stake of 48 shares — an estimated $2K sold.

Denali Advisors first reported a position in PFIS in Q2 2017 and held it in 4 quarters. The position peaked at $2K in Q1 2018. 63 funds tracked by Wall St. Rank hold PFIS as of Q2 2018.

  • Denali Advisors reported no remaining Peoples Financial Services position as of Q2 2018 after selling out during the quarter.
  • Denali Advisors sold 48 Peoples Financial Services shares in Q2 2018, an estimated $2K.
  • Denali Advisors first reported a position in Peoples Financial Services in Q2 2017 and held it in 4 quarters.
  • Denali Advisors's Peoples Financial Services position peaked at $2K in Q1 2018.
  • 63 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2018.

Based on Denali Advisors's 13F filing for Q2 2018, filed 11 Jul 2018.