MYCIO Wealth Partners’s Erie Indemnity ERIE Stock Holding History

MYCIO Wealth Partners’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
2019 Q2	–	Sell	-3,353	Closed	-$599K	–	412
2019 Q1	$599K	Sell	3,353 -19,319	-85%	-$3.1M	0.05%	141
2018 Q4	$3.02M	Hold	22,672	–	–	0.28%	48
2018 Q3	$2.89M	Sell	22,672 -17,000	-43%	-$2.11M	0.28%	38
2018 Q2	$4.65M	Hold	39,672	–	–	0.48%	26
2018 Q1	$4.67M	Sell	39,672 -3,500	-8%	-$408K	0.53%	24
2017 Q4	$5.26M	Hold	43,172	–	–	0.57%	22
2017 Q3	$5.21M	Sell	43,172 -38,000	-47%	-$4.64M	0.59%	22
2017 Q2	$10.2M	Buy	81,172 +21,733	+37%	+$2.62M	1.19%	15
2017 Q1	$7.29M	Hold	59,439	–	–	0.89%	17
2016 Q4	$6.68M	Sell	59,439 -2,000	-3%	-$213K	0.9%	17
2016 Q3	$6.27M	Hold	61,439	–	–	1.03%	13
2016 Q2	$6.1M	Hold	61,439	–	–	1.05%	13
2016 Q1	$5.71M	Hold	61,439	–	–	1.01%	13
2015 Q4	$5.88M	Hold	61,439	–	–	1.05%	16
2015 Q3	$5.1M	Hold	61,439	–	–	1.04%	12
2015 Q2	$5.04M	Hold	61,439	–	–	0.98%	12
2015 Q1	$5.36M	Hold	61,439	–	–	1.09%	11
2014 Q4	$5.58M	Sell	61,439 -2,000	-3%	-$170K	1.18%	11
2014 Q3	$4.81M	Hold	63,439	–	–	1.13%	10
2014 Q2	$4.77M	Buy	+63,439	New	+$4.68M	1.08%	11

Other funds holding ERIE

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

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

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

MYCIO Wealth Partners's ERIE Position: Q2 2019 in Review

MYCIO Wealth Partners sold out of Erie Indemnity (ERIE) in Q2 2019, closing a stake of 3,353 shares — an estimated $599K sold.

MYCIO Wealth Partners first reported a position in ERIE in Q2 2014 and held it in 20 quarters. The position peaked at $10.2M in Q2 2017. 212 funds tracked by Wall St. Rank hold ERIE as of Q2 2019.

MYCIO Wealth Partners reported no remaining Erie Indemnity position as of Q2 2019 after selling out during the quarter.
MYCIO Wealth Partners sold 3,353 Erie Indemnity shares in Q2 2019, an estimated $599K.
MYCIO Wealth Partners first reported a position in Erie Indemnity in Q2 2014 and held it in 20 quarters.
MYCIO Wealth Partners's Erie Indemnity position peaked at $10.2M in Q2 2017.
212 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2019.

Based on MYCIO Wealth Partners's 13F filing for Q2 2019, filed 5 Aug 2019.