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Haverford Trust Company’s Peoples Financial Services PFIS Stock Holding History

Haverford Trust Company’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
2020
Q3 		– Sell
-13,127
Closed -$501K – 288
2020
Q2 		$501K Buy
+13,127
New +$456K 0.01% 200

Other funds holding PFIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PFSC
Peoples Financial Services Corp Dunmore, Pennsylvania $231M AUM 37.59% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Haverford Trust Company's PFIS Position: Q3 2020 in Review

Haverford Trust Company sold out of Peoples Financial Services (PFIS) in Q3 2020, closing a stake of 13,127 shares — an estimated $501K sold.

Haverford Trust Company first reported a position in PFIS in Q2 2020 and held it in 1 quarter. The position peaked at $501K in Q2 2020. 59 funds tracked by Wall St. Rank hold PFIS as of Q3 2020.

  • Haverford Trust Company reported no remaining Peoples Financial Services position as of Q3 2020 after selling out during the quarter.
  • Haverford Trust Company sold 13,127 Peoples Financial Services shares in Q3 2020, an estimated $501K.
  • Haverford Trust Company first reported a position in Peoples Financial Services in Q2 2020 and held it in 1 quarter.
  • Haverford Trust Company's Peoples Financial Services position peaked at $501K in Q2 2020.
  • 59 funds tracked by Wall St. Rank held Peoples Financial Services as of Q3 2020.

Based on Haverford Trust Company's 13F filing for Q3 2020, filed 10 Nov 2020.