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Index Management Solutions’s Provident Financial Services PFS Stock Holding History

Index Management Solutions’s Portfolio PFS Stock Details PFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-11,732
Closed -$192K – 946
2014
Q3 		$192K Buy
11,732
+1,437
+14% +$24.3K 0.02% 663
2014
Q2 		$178K Buy
10,295
+7,173
+230% +$125K 0.02% 674
2014
Q1 		$57K Buy
+3,122
New +$56.5K 0.01% 747

Other funds holding PFS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Index Management Solutions's PFS Position: Q4 2014 in Review

Index Management Solutions sold out of Provident Financial Services (PFS) in Q4 2014, closing a stake of 11,732 shares — an estimated $192K sold.

Index Management Solutions first reported a position in PFS in Q1 2014 and held it in 3 quarters. The position peaked at $192K in Q3 2014. 142 funds tracked by Wall St. Rank hold PFS as of Q4 2014.

  • Index Management Solutions reported no remaining Provident Financial Services position as of Q4 2014 after selling out during the quarter.
  • Index Management Solutions sold 11,732 Provident Financial Services shares in Q4 2014, an estimated $192K.
  • Index Management Solutions first reported a position in Provident Financial Services in Q1 2014 and held it in 3 quarters.
  • Index Management Solutions's Provident Financial Services position peaked at $192K in Q3 2014.
  • 142 funds tracked by Wall St. Rank held Provident Financial Services as of Q4 2014.

Based on Index Management Solutions's 13F filing for Q4 2014, filed 13 Feb 2015.