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Wealthspire Advisors (Maryland)’s Erie Indemnity ERIE Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio ERIE Stock Details ERIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-4
Closed -$1K – 926
2019
Q1 		$1K Hold
4
– – ﹤0.01% 2325
2018
Q4 		$1K Hold
4
– – ﹤0.01% 2259
2018
Q3 		$1K Sell
4
-3
-43% -$373 ﹤0.01% 2273
2018
Q2 		$1K Sell
7
-7
-50% -$811 ﹤0.01% 2299
2018
Q1 		$2K Sell
14
-5
-26% -$582 ﹤0.01% 2157
2017
Q4 		$2K Buy
19
+15
+375% +$1.82K ﹤0.01% 2113
2017
Q3 		$0 Buy
+4
New +$488 ﹤0.01% 2306

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ERIE Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Erie Indemnity (ERIE) in Q2 2019, closing a stake of 4 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in ERIE in Q3 2017 and held it in 7 quarters. The position peaked at $2K in Q1 2018. 212 funds tracked by Wall St. Rank hold ERIE as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Erie Indemnity position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 4 Erie Indemnity shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Erie Indemnity in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Erie Indemnity position peaked at $2K in Q1 2018.
  • 212 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.