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Lowe Wealth Advisors’s Erie Indemnity ERIE Stock Holding History

Lowe Wealth 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
2018
Q1 		– Sell
-25
Closed -$3K – 250
2017
Q4 		$3K Buy
+25
New +$3.03K ﹤0.01% 201

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Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Lowe Wealth Advisors's ERIE Position: Q1 2018 in Review

Lowe Wealth Advisors sold out of Erie Indemnity (ERIE) in Q1 2018, closing a stake of 25 shares — an estimated $3K sold.

Lowe Wealth Advisors first reported a position in ERIE in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 141 funds tracked by Wall St. Rank hold ERIE as of Q1 2018.

  • Lowe Wealth Advisors reported no remaining Erie Indemnity position as of Q1 2018 after selling out during the quarter.
  • Lowe Wealth Advisors sold 25 Erie Indemnity shares in Q1 2018, an estimated $3K.
  • Lowe Wealth Advisors first reported a position in Erie Indemnity in Q4 2017 and held it in 1 quarter.
  • Lowe Wealth Advisors's Erie Indemnity position peaked at $3K in Q4 2017.
  • 141 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2018.

Based on Lowe Wealth Advisors's 13F filing for Q1 2018, filed 6 Apr 2018.