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Virtus Fund Advisers’s Peoples Financial Services PFIS Stock Holding History

Virtus Fund Advisers’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
2014
Q3 		– Sell
-644
Closed -$33K – 1711
2014
Q2 		$33K Buy
+644
New +$30.9K ﹤0.01% 2134

Other funds holding PFIS

PFSC
Peoples Financial Services Corp Dunmore, Pennsylvania $211M AUM 25.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Virtus Fund Advisers's PFIS Position: Q3 2014 in Review

Virtus Fund Advisers sold out of Peoples Financial Services (PFIS) in Q3 2014, closing a stake of 644 shares — an estimated $33K sold.

Virtus Fund Advisers first reported a position in PFIS in Q2 2014 and held it in 1 quarter. The position peaked at $33K in Q2 2014. 49 funds tracked by Wall St. Rank hold PFIS as of Q3 2014.

  • Virtus Fund Advisers reported no remaining Peoples Financial Services position as of Q3 2014 after selling out during the quarter.
  • Virtus Fund Advisers sold 644 Peoples Financial Services shares in Q3 2014, an estimated $33K.
  • Virtus Fund Advisers first reported a position in Peoples Financial Services in Q2 2014 and held it in 1 quarter.
  • Virtus Fund Advisers's Peoples Financial Services position peaked at $33K in Q2 2014.
  • 49 funds tracked by Wall St. Rank held Peoples Financial Services as of Q3 2014.

Based on Virtus Fund Advisers's 13F filing for Q3 2014, filed 31 Oct 2014.