EWM
ERIE icon

Evercore Wealth Management’s Erie Indemnity ERIE Stock Holding History

Evercore Wealth Management’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
2015
Q3 		– Sell
-124
Closed -$10K – 977
2015
Q2 		$10K Buy
+124
New +$10.3K ﹤0.01% 901

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Evercore Wealth Management's ERIE Position: Q3 2015 in Review

Evercore Wealth Management sold out of Erie Indemnity (ERIE) in Q3 2015, closing a stake of 124 shares — an estimated $10K sold.

Evercore Wealth Management first reported a position in ERIE in Q2 2015 and held it in 1 quarter. The position peaked at $10K in Q2 2015. 111 funds tracked by Wall St. Rank hold ERIE as of Q3 2015.

  • Evercore Wealth Management reported no remaining Erie Indemnity position as of Q3 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 124 Erie Indemnity shares in Q3 2015, an estimated $10K.
  • Evercore Wealth Management first reported a position in Erie Indemnity in Q2 2015 and held it in 1 quarter.
  • Evercore Wealth Management's Erie Indemnity position peaked at $10K in Q2 2015.
  • 111 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2015.

Based on Evercore Wealth Management's 13F filing for Q3 2015, filed 16 Nov 2015.