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First National Trust’s Peoples Financial Services PFIS Stock Holding History

First National Trust’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
2015
Q3 		– Sell
-5,062
Closed -$201K – 304
2015
Q2 		$201K Hold
5,062
– – 0.03% 288
2015
Q1 		$227K Buy
+5,062
New +$221K 0.04% 249

Other funds holding PFIS

PFSC
Peoples Financial Services Corp Dunmore, Pennsylvania $211M AUM 25.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First National Trust's PFIS Position: Q3 2015 in Review

First National Trust sold out of Peoples Financial Services (PFIS) in Q3 2015, closing a stake of 5,062 shares — an estimated $201K sold.

First National Trust first reported a position in PFIS in Q1 2015 and held it in 2 quarters. The position peaked at $227K in Q1 2015. 47 funds tracked by Wall St. Rank hold PFIS as of Q3 2015.

  • First National Trust reported no remaining Peoples Financial Services position as of Q3 2015 after selling out during the quarter.
  • First National Trust sold 5,062 Peoples Financial Services shares in Q3 2015, an estimated $201K.
  • First National Trust first reported a position in Peoples Financial Services in Q1 2015 and held it in 2 quarters.
  • First National Trust's Peoples Financial Services position peaked at $227K in Q1 2015.
  • 47 funds tracked by Wall St. Rank held Peoples Financial Services as of Q3 2015.

Based on First National Trust's 13F filing for Q3 2015, filed 9 Nov 2015.