PFGIA
ERIE icon

Patriot Financial Group Insurance Agency’s Erie Indemnity ERIE Stock Holding History

Patriot Financial Group Insurance Agency’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
-4
Closed -$1K – 1439
2019
Q1 		$1K Buy
+4
New +$642 ﹤0.01% 1103

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ERIE Position: Q2 2019 in Review

Patriot Financial Group Insurance Agency sold out of Erie Indemnity (ERIE) in Q2 2019, closing a stake of 4 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in ERIE in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 212 funds tracked by Wall St. Rank hold ERIE as of Q2 2019.

  • Patriot Financial Group Insurance Agency reported no remaining Erie Indemnity position as of Q2 2019 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 4 Erie Indemnity shares in Q2 2019, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in Erie Indemnity in Q1 2019 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's Erie Indemnity position peaked at $1K in Q1 2019.
  • 212 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2019, filed 7 Aug 2019.