Emerald Advisers’s Peoples Financial Services PFIS Stock Holding History

Emerald Advisers’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
2022 Q1	–	Sell	-1,151	Closed	-$61K	–	283
2021 Q4	$61K	Buy	+1,151	New	+$55.6K	﹤0.01%	254
2021 Q3	–	Sell	-1,151	Closed	-$49K	–	273
2021 Q2	$49K	Buy	+1,151	New	+$49.5K	﹤0.01%	260
2021 Q1	–	Sell	-1,151	Closed	-$42K	–	285
2020 Q4	$42K	Hold	1,151	–	–	﹤0.01%	266
2020 Q3	$40K	Hold	1,151	–	–	﹤0.01%	261
2020 Q2	$44K	Buy	+1,151	New	+$39.9K	﹤0.01%	248
2020 Q1	–	Sell	-2,293	Closed	-$115K	–	291
2019 Q4	$115K	Buy	+2,293	New	+$112K	﹤0.01%	254
2016 Q4	–	Sell	-84,518	Closed	-$3.44M	–	297
2016 Q3	$3.44M	Hold	84,518	–	–	0.15%	162
2016 Q2	$3.31M	Hold	84,518	–	–	0.16%	162
2016 Q1	$3.14M	Hold	84,518	–	–	0.15%	167
2015 Q4	$3.22M	Hold	84,518	–	–	0.15%	164
2015 Q3	$2.95M	Buy	84,518 +15,677	+23%	+$589K	0.15%	165
2015 Q2	$2.73M	Sell	68,841 -140	-0.2%	-$5.63K	0.13%	183
2015 Q1	$2.9M	Hold	68,981	–	–	0.15%	175
2014 Q4	$3.43M	Sell	68,981 -5,099	-7%	-$248K	0.18%	149
2014 Q3	$3.41M	Buy	74,080 +26,846	+57%	+$1.32M	0.2%	152
2014 Q2	$2.43M	Buy	+47,234	New	+$2.27M	0.14%	188

Other funds holding PFIS

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Emerald Advisers's PFIS Position: Q1 2022 in Review

Emerald Advisers sold out of Peoples Financial Services (PFIS) in Q1 2022, closing a stake of 1,151 shares — an estimated $61K sold.

Emerald Advisers first reported a position in PFIS in Q2 2014 and held it in 16 quarters. The position peaked at $3.44M in Q3 2016. 65 funds tracked by Wall St. Rank hold PFIS as of Q1 2022.

Emerald Advisers reported no remaining Peoples Financial Services position as of Q1 2022 after selling out during the quarter.
Emerald Advisers sold 1,151 Peoples Financial Services shares in Q1 2022, an estimated $61K.
Emerald Advisers first reported a position in Peoples Financial Services in Q2 2014 and held it in 16 quarters.
Emerald Advisers's Peoples Financial Services position peaked at $3.44M in Q3 2016.
65 funds tracked by Wall St. Rank held Peoples Financial Services as of Q1 2022.

Based on Emerald Advisers's 13F filing for Q1 2022, filed 29 Apr 2022.