Kennedy Capital Management’s Peoples Financial Services PFIS Stock Holding History

Kennedy Capital Management’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
2018 Q4	–	Sell	-40,275	Closed	-$1.71M	–	726
2018 Q3	$1.71M	Hold	40,275	–	–	0.03%	591
2018 Q2	$1.89M	Hold	40,275	–	–	0.04%	607
2018 Q1	$1.84M	Sell	40,275 -1,338	-3%	-$59.7K	0.04%	609
2017 Q4	$1.94M	Sell	41,613 -374	-0.9%	-$17.6K	0.03%	619
2017 Q3	$2.01M	Buy	41,987 +23,168	+123%	+$993K	0.04%	615
2017 Q2	$823K	Buy	18,819 +648	+4%	+$27.5K	0.02%	660
2017 Q1	$760K	Buy	18,171 +4,370	+32%	+$190K	0.01%	678
2016 Q4	$672K	Buy	+13,801	New	+$599K	0.01%	676

Other funds holding PFIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PFSC

Peoples Financial Services Corp Dunmore, Pennsylvania $211M AUM 25.07% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Kennedy Capital Management's PFIS Position: Q4 2018 in Review

Kennedy Capital Management sold out of Peoples Financial Services (PFIS) in Q4 2018, closing a stake of 40,275 shares — an estimated $1.71M sold.

Kennedy Capital Management first reported a position in PFIS in Q4 2016 and held it in 8 quarters. The position peaked at $2.01M in Q3 2017. 55 funds tracked by Wall St. Rank hold PFIS as of Q4 2018.

Kennedy Capital Management reported no remaining Peoples Financial Services position as of Q4 2018 after selling out during the quarter.
Kennedy Capital Management sold 40,275 Peoples Financial Services shares in Q4 2018, an estimated $1.71M.
Kennedy Capital Management first reported a position in Peoples Financial Services in Q4 2016 and held it in 8 quarters.
Kennedy Capital Management's Peoples Financial Services position peaked at $2.01M in Q3 2017.
55 funds tracked by Wall St. Rank held Peoples Financial Services as of Q4 2018.

Based on Kennedy Capital Management's 13F filing for Q4 2018, filed 12 Feb 2019.