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Monroe Bank & Trust’s Erie Indemnity ERIE Stock Holding History

Monroe Bank & 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
2015
Q2 		– Sell
-150
Closed -$13K – 312
2015
Q1 		$13K Hold
150
– – ﹤0.01% 259
2014
Q4 		$14K Buy
+150
New +$12.8K ﹤0.01% 240

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Monroe Bank & Trust's ERIE Position: Q2 2015 in Review

Monroe Bank & Trust sold out of Erie Indemnity (ERIE) in Q2 2015, closing a stake of 150 shares — an estimated $13K sold.

Monroe Bank & Trust first reported a position in ERIE in Q4 2014 and held it in 2 quarters. The position peaked at $14K in Q4 2014. 112 funds tracked by Wall St. Rank hold ERIE as of Q2 2015.

  • Monroe Bank & Trust reported no remaining Erie Indemnity position as of Q2 2015 after selling out during the quarter.
  • Monroe Bank & Trust sold 150 Erie Indemnity shares in Q2 2015, an estimated $13K.
  • Monroe Bank & Trust first reported a position in Erie Indemnity in Q4 2014 and held it in 2 quarters.
  • Monroe Bank & Trust's Erie Indemnity position peaked at $14K in Q4 2014.
  • 112 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2015.

Based on Monroe Bank & Trust's 13F filing for Q2 2015, filed 23 Jul 2015.