SS
PFIS icon

Simplicity Solutions’s Peoples Financial Services PFIS Stock Holding History

Simplicity Solutions’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
Q2 		– Sell
-7,111
Closed -$322K – 806
2019
Q1 		$322K Buy
+7,111
New +$310K 0.02% 512

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Simplicity Solutions's PFIS Position: Q2 2019 in Review

Simplicity Solutions sold out of Peoples Financial Services (PFIS) in Q2 2019, closing a stake of 7,111 shares — an estimated $322K sold.

Simplicity Solutions first reported a position in PFIS in Q1 2019 and held it in 1 quarter. The position peaked at $322K in Q1 2019. 57 funds tracked by Wall St. Rank hold PFIS as of Q2 2019.

  • Simplicity Solutions reported no remaining Peoples Financial Services position as of Q2 2019 after selling out during the quarter.
  • Simplicity Solutions sold 7,111 Peoples Financial Services shares in Q2 2019, an estimated $322K.
  • Simplicity Solutions first reported a position in Peoples Financial Services in Q1 2019 and held it in 1 quarter.
  • Simplicity Solutions's Peoples Financial Services position peaked at $322K in Q1 2019.
  • 57 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2019.

Based on Simplicity Solutions's 13F filing for Q2 2019, filed 8 Aug 2019.