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Kanaly Trust’s Erie Indemnity ERIE Stock Holding History

Kanaly Trust’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
2016
Q4 		$8K Buy
73
+21
+40% +$2.23K ﹤0.01% 582
2016
Q3 		$5K Hold
52
– – ﹤0.01% 638
2016
Q2 		$5K Buy
+52
New +$4.96K ﹤0.01% 640

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Kanaly Trust's ERIE Position: Q4 2016 in Review

Kanaly Trust increased its Erie Indemnity (ERIE) stake by 40% in Q4 2016, buying an estimated $2.23K and bringing the position to 73 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #582.

Kanaly Trust first reported a position in ERIE in Q2 2016 and has held it in 3 quarters since. 136 funds tracked by Wall St. Rank hold ERIE as of Q4 2016.

  • Kanaly Trust held 73 shares of Erie Indemnity worth $8K as of Q4 2016.
  • Kanaly Trust bought 21 Erie Indemnity shares in Q4 2016, an estimated $2.23K.
  • Erie Indemnity made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #582 holding.
  • Kanaly Trust first reported a position in Erie Indemnity in Q2 2016 and has held it in 3 quarters since.
  • 136 funds tracked by Wall St. Rank held Erie Indemnity as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.