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Proficio Capital Partners’s Erie Indemnity ERIE Stock Holding History

Proficio Capital 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
Q3 		– Sell
-1
Closed – – 578
2019
Q2 		$0 Buy
+1
New +$207 ﹤0.01% 1977
2017
Q3 		– Sell
-27
Closed -$3K – 1283
2017
Q2 		$3K Hold
27
– – ﹤0.01% 1035
2017
Q1 		$3K Buy
+27
New +$3.15K ﹤0.01% 1066
2016
Q2 		– Sell
-19
Closed -$2K – 1058
2016
Q1 		$2K Buy
+19
New +$1.79K ﹤0.01% 736

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BlackRock
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Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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 $1.88T 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

Proficio Capital Partners's ERIE Position: Q3 2019 in Review

Proficio Capital Partners sold out of Erie Indemnity (ERIE) in Q3 2019, closing a stake of 1 share.

Proficio Capital Partners first reported a position in ERIE in Q1 2016 and held it in 4 quarters. The position peaked at $3K in Q2 2017. 214 funds tracked by Wall St. Rank hold ERIE as of Q3 2019.

  • Proficio Capital Partners reported no remaining Erie Indemnity position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 1 Erie Indemnity share in Q3 2019.
  • Proficio Capital Partners first reported a position in Erie Indemnity in Q1 2016 and held it in 4 quarters.
  • Proficio Capital Partners's Erie Indemnity position peaked at $3K in Q2 2017.
  • 214 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.