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Sonora Investment Management’s Provident Financial Services PFS Stock Holding History

Sonora Investment Management’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
2015
Q4 		– Sell
-64
Closed -$1K – 1060
2015
Q3 		$1K Buy
+64
New +$1.23K ﹤0.01% 1058

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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
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Sonora Investment Management's PFS Position: Q4 2015 in Review

Sonora Investment Management sold out of Provident Financial Services (PFS) in Q4 2015, closing a stake of 64 shares — an estimated $1K sold.

Sonora Investment Management first reported a position in PFS in Q3 2015 and held it in 1 quarter. The position peaked at $1K in Q3 2015. 157 funds tracked by Wall St. Rank hold PFS as of Q4 2015.

  • Sonora Investment Management reported no remaining Provident Financial Services position as of Q4 2015 after selling out during the quarter.
  • Sonora Investment Management sold 64 Provident Financial Services shares in Q4 2015, an estimated $1K.
  • Sonora Investment Management first reported a position in Provident Financial Services in Q3 2015 and held it in 1 quarter.
  • Sonora Investment Management's Provident Financial Services position peaked at $1K in Q3 2015.
  • 157 funds tracked by Wall St. Rank held Provident Financial Services as of Q4 2015.

Based on Sonora Investment Management's 13F filing for Q4 2015, filed 10 Mar 2016.