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Lighthouse Financial Advisors’s Erie Indemnity ERIE Stock Holding History

Lighthouse Financial Advisors’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
2020
Q1 		– Sell
-492
Closed -$81K – 125
2019
Q4 		$81K Buy
+492
New +$86.9K 0.04% 106

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State Street
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Wellington Management Group
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APG Asset Management
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Geode Capital Management
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Bank of New York Mellon
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Lighthouse Financial Advisors's ERIE Position: Q1 2020 in Review

Lighthouse Financial Advisors sold out of Erie Indemnity (ERIE) in Q1 2020, closing a stake of 492 shares — an estimated $81K sold.

Lighthouse Financial Advisors first reported a position in ERIE in Q4 2019 and held it in 1 quarter. The position peaked at $81K in Q4 2019. 208 funds tracked by Wall St. Rank hold ERIE as of Q1 2020.

  • Lighthouse Financial Advisors reported no remaining Erie Indemnity position as of Q1 2020 after selling out during the quarter.
  • Lighthouse Financial Advisors sold 492 Erie Indemnity shares in Q1 2020, an estimated $81K.
  • Lighthouse Financial Advisors first reported a position in Erie Indemnity in Q4 2019 and held it in 1 quarter.
  • Lighthouse Financial Advisors's Erie Indemnity position peaked at $81K in Q4 2019.
  • 208 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2020.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2020, filed 8 May 2020.