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Rational Advisors’s Provident Financial Services PFS Stock Holding History

Rational Advisors’s Portfolio PFS Stock Details PFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-8,000
Closed -$170K – 287
2016
Q3 		$170K Hold
8,000
– – 0.11% 138
2016
Q2 		$157K Hold
8,000
– – 0.11% 124
2016
Q1 		$162K Buy
+8,000
New +$152K 0.11% 166

Other funds holding PFS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Rational Advisors's PFS Position: Q4 2016 in Review

Rational Advisors sold out of Provident Financial Services (PFS) in Q4 2016, closing a stake of 8,000 shares — an estimated $170K sold.

Rational Advisors first reported a position in PFS in Q1 2016 and held it in 3 quarters. The position peaked at $170K in Q3 2016. 166 funds tracked by Wall St. Rank hold PFS as of Q4 2016.

  • Rational Advisors reported no remaining Provident Financial Services position as of Q4 2016 after selling out during the quarter.
  • Rational Advisors sold 8,000 Provident Financial Services shares in Q4 2016, an estimated $170K.
  • Rational Advisors first reported a position in Provident Financial Services in Q1 2016 and held it in 3 quarters.
  • Rational Advisors's Provident Financial Services position peaked at $170K in Q3 2016.
  • 166 funds tracked by Wall St. Rank held Provident Financial Services as of Q4 2016.

Based on Rational Advisors's 13F filing for Q4 2016, filed 8 Feb 2017.