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MSI Financial Services’s Peoples Financial Services PFIS Stock Holding History

MSI Financial Services’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
2015
Q2 		– Sell
-204
Closed -$9K – 3208
2015
Q1 		$9K Hold
204
– – ﹤0.01% 2201
2014
Q4 		$10K Hold
204
– – ﹤0.01% 1830
2014
Q3 		$9K Hold
204
– – ﹤0.01% 1865
2014
Q2 		$10K Buy
+204
New +$9.8K ﹤0.01% 1806

Other funds holding PFIS

PFSC
Peoples Financial Services Corp Dunmore, Pennsylvania $211M AUM 25.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MSI Financial Services's PFIS Position: Q2 2015 in Review

MSI Financial Services sold out of Peoples Financial Services (PFIS) in Q2 2015, closing a stake of 204 shares — an estimated $9K sold.

MSI Financial Services first reported a position in PFIS in Q2 2014 and held it in 4 quarters. The position peaked at $10K in Q4 2014. 49 funds tracked by Wall St. Rank hold PFIS as of Q2 2015.

  • MSI Financial Services reported no remaining Peoples Financial Services position as of Q2 2015 after selling out during the quarter.
  • MSI Financial Services sold 204 Peoples Financial Services shares in Q2 2015, an estimated $9K.
  • MSI Financial Services first reported a position in Peoples Financial Services in Q2 2014 and held it in 4 quarters.
  • MSI Financial Services's Peoples Financial Services position peaked at $10K in Q4 2014.
  • 49 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2015.

Based on MSI Financial Services's 13F filing for Q2 2015, filed 21 Jul 2015.