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Private Wealth Advisors (Pennsylvania)’s Erie Indemnity ERIE Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
Q3 		– Sell
-1,060
Closed -$270K – 138
2019
Q2 		$270K Buy
+1,060
New +$219K 0.1% 124

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 $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s ERIE Position: Q3 2019 in Review

Private Wealth Advisors (Pennsylvania) sold out of Erie Indemnity (ERIE) in Q3 2019, closing a stake of 1,060 shares — an estimated $270K sold.

Private Wealth Advisors (Pennsylvania) first reported a position in ERIE in Q2 2019 and held it in 1 quarter. The position peaked at $270K in Q2 2019. 214 funds tracked by Wall St. Rank hold ERIE as of Q3 2019.

  • Private Wealth Advisors (Pennsylvania) reported no remaining Erie Indemnity position as of Q3 2019 after selling out during the quarter.
  • Private Wealth Advisors (Pennsylvania) sold 1,060 Erie Indemnity shares in Q3 2019, an estimated $270K.
  • Private Wealth Advisors (Pennsylvania) first reported a position in Erie Indemnity in Q2 2019 and held it in 1 quarter.
  • Private Wealth Advisors (Pennsylvania)'s Erie Indemnity position peaked at $270K in Q2 2019.
  • 214 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2019.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q3 2019, filed 12 Nov 2019.