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PRW Wealth Management’s Erie Indemnity ERIE Stock Holding History

PRW Wealth Management’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
-43
Closed -$7K – 258
2019
Q1 		$7K Hold
43
– – 0.01% 322
2018
Q4 		$6K Buy
+43
New +$5.58K 0.01% 340

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $12.4B AUM 64.17% 1-Year Est. Return

PRW Wealth Management's ERIE Position: Q2 2019 in Review

PRW Wealth Management sold out of Erie Indemnity (ERIE) in Q2 2019, closing a stake of 43 shares — an estimated $7K sold.

PRW Wealth Management first reported a position in ERIE in Q4 2018 and held it in 2 quarters. The position peaked at $7K in Q1 2019. 212 funds tracked by Wall St. Rank hold ERIE as of Q2 2019.

  • PRW Wealth Management reported no remaining Erie Indemnity position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 43 Erie Indemnity shares in Q2 2019, an estimated $7K.
  • PRW Wealth Management first reported a position in Erie Indemnity in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Erie Indemnity position peaked at $7K in Q1 2019.
  • 212 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.