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Physicians Financial Services’s Weis Markets WMK Stock Holding History

Physicians Financial Services’s Portfolio WMK Stock Details WMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-500
Closed -$36K – 262
2016
Q4 		$36K Hold
500
– – 0.03% 181
2016
Q3 		$26K Hold
500
– – 0.02% 187
2016
Q2 		$25K Hold
500
– – 0.02% 193
2016
Q1 		$23K Hold
500
– – 0.02% 186
2015
Q4 		$22K Buy
+500
New +$21.2K 0.02% 203

Other funds holding WMK

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
DGHMC
Dalton, Greiner, Hartman, Maher & Co New York $126M AUM 92.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Physicians Financial Services's WMK Position: Q1 2017 in Review

Physicians Financial Services sold out of Weis Markets (WMK) in Q1 2017, closing a stake of 500 shares — an estimated $36K sold.

Physicians Financial Services first reported a position in WMK in Q4 2015 and held it in 5 quarters. The position peaked at $36K in Q4 2016. 104 funds tracked by Wall St. Rank hold WMK as of Q1 2017.

  • Physicians Financial Services reported no remaining Weis Markets position as of Q1 2017 after selling out during the quarter.
  • Physicians Financial Services sold 500 Weis Markets shares in Q1 2017, an estimated $36K.
  • Physicians Financial Services first reported a position in Weis Markets in Q4 2015 and held it in 5 quarters.
  • Physicians Financial Services's Weis Markets position peaked at $36K in Q4 2016.
  • 104 funds tracked by Wall St. Rank held Weis Markets as of Q1 2017.

Based on Physicians Financial Services's 13F filing for Q1 2017, filed 26 Apr 2017.