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Focused Wealth Management’s Erie Indemnity ERIE Stock Holding History

Focused 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
2019
Q4 		– Sell
-600
Closed -$111K – 729
2019
Q3 		$111K Buy
+600
New +$136K 0.03% 217

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Focused Wealth Management's ERIE Position: Q4 2019 in Review

Focused Wealth Management sold out of Erie Indemnity (ERIE) in Q4 2019, closing a stake of 600 shares — an estimated $111K sold.

Focused Wealth Management first reported a position in ERIE in Q3 2019 and held it in 1 quarter. The position peaked at $111K in Q3 2019. 219 funds tracked by Wall St. Rank hold ERIE as of Q4 2019.

  • Focused Wealth Management reported no remaining Erie Indemnity position as of Q4 2019 after selling out during the quarter.
  • Focused Wealth Management sold 600 Erie Indemnity shares in Q4 2019, an estimated $111K.
  • Focused Wealth Management first reported a position in Erie Indemnity in Q3 2019 and held it in 1 quarter.
  • Focused Wealth Management's Erie Indemnity position peaked at $111K in Q3 2019.
  • 219 funds tracked by Wall St. Rank held Erie Indemnity as of Q4 2019.

Based on Focused Wealth Management's 13F filing for Q4 2019, filed 21 Jan 2020.