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QS Investors’s Erie Indemnity ERIE Stock Holding History

QS Investors’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
2017
Q1 		– Sell
-6,700
Closed -$753K – 2004
2016
Q4 		$753K Buy
6,700
+5,445
+434% +$579K 0.01% 810
2016
Q3 		$128K Buy
1,255
+294
+31% +$29.2K ﹤0.01% 1206
2016
Q2 		$95K Buy
961
+183
+24% +$17.4K ﹤0.01% 1273
2016
Q1 		$72K Buy
+778
New +$73.2K ﹤0.01% 1277

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

QS Investors's ERIE Position: Q1 2017 in Review

QS Investors sold out of Erie Indemnity (ERIE) in Q1 2017, closing a stake of 6,700 shares — an estimated $753K sold.

QS Investors first reported a position in ERIE in Q1 2016 and held it in 4 quarters. The position peaked at $753K in Q4 2016. 125 funds tracked by Wall St. Rank hold ERIE as of Q1 2017.

  • QS Investors reported no remaining Erie Indemnity position as of Q1 2017 after selling out during the quarter.
  • QS Investors sold 6,700 Erie Indemnity shares in Q1 2017, an estimated $753K.
  • QS Investors first reported a position in Erie Indemnity in Q1 2016 and held it in 4 quarters.
  • QS Investors's Erie Indemnity position peaked at $753K in Q4 2016.
  • 125 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2017.

Based on QS Investors's 13F filing for Q1 2017, filed 15 May 2017.