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Proficio Capital Partners’s Peoples Financial Services PFIS Stock Holding History

Proficio Capital Partners’s Portfolio PFIS Stock Details PFIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-9
Closed – – 1141
2019
Q2 		$0 Sell
9
-216
-96% -$9.44K ﹤0.01% 2045
2019
Q1 		$10K Buy
+225
New +$9.79K ﹤0.01% 875

Other funds holding PFIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PFSC
Peoples Financial Services Corp Dunmore, Pennsylvania $211M AUM 25.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

Proficio Capital Partners sold out of Peoples Financial Services (PFIS) in Q3 2019, closing a stake of 9 shares.

Proficio Capital Partners first reported a position in PFIS in Q1 2019 and held it in 2 quarters. The position peaked at $10K in Q1 2019. 56 funds tracked by Wall St. Rank hold PFIS as of Q3 2019.

  • Proficio Capital Partners reported no remaining Peoples Financial Services position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 9 Peoples Financial Services shares in Q3 2019.
  • Proficio Capital Partners first reported a position in Peoples Financial Services in Q1 2019 and held it in 2 quarters.
  • Proficio Capital Partners's Peoples Financial Services position peaked at $10K in Q1 2019.
  • 56 funds tracked by Wall St. Rank held Peoples Financial Services as of Q3 2019.

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