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V Wealth Advisors’s Peoples Financial Services PFIS Stock Holding History

V Wealth Advisors’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
2017
Q3 		– Sell
-747
Closed -$33K – 562
2017
Q2 		$33K Buy
+747
New +$31.7K 0.02% 377

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

V Wealth Advisors's PFIS Position: Q3 2017 in Review

V Wealth Advisors sold out of Peoples Financial Services (PFIS) in Q3 2017, closing a stake of 747 shares — an estimated $33K sold.

V Wealth Advisors first reported a position in PFIS in Q2 2017 and held it in 1 quarter. The position peaked at $33K in Q2 2017. 57 funds tracked by Wall St. Rank hold PFIS as of Q3 2017.

  • V Wealth Advisors reported no remaining Peoples Financial Services position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 747 Peoples Financial Services shares in Q3 2017, an estimated $33K.
  • V Wealth Advisors first reported a position in Peoples Financial Services in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's Peoples Financial Services position peaked at $33K in Q2 2017.
  • 57 funds tracked by Wall St. Rank held Peoples Financial Services as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.