ARC
PECO icon

Advisor Resource Council’s Phillips Edison & Co PECO Stock Holding History

Advisor Resource Council’s Portfolio PECO Stock Details PECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-18,269
Closed -$610K – 390
2022
Q2 		$610K Buy
+18,269
New +$620K 0.06% 262

Other funds holding PECO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisor Resource Council's PECO Position: Q3 2022 in Review

Advisor Resource Council sold out of Phillips Edison & Co (PECO) in Q3 2022, closing a stake of 18,269 shares — an estimated $610K sold.

Advisor Resource Council first reported a position in PECO in Q2 2022 and held it in 1 quarter. The position peaked at $610K in Q2 2022. 331 funds tracked by Wall St. Rank hold PECO as of Q3 2022.

  • Advisor Resource Council reported no remaining Phillips Edison & Co position as of Q3 2022 after selling out during the quarter.
  • Advisor Resource Council sold 18,269 Phillips Edison & Co shares in Q3 2022, an estimated $610K.
  • Advisor Resource Council first reported a position in Phillips Edison & Co in Q2 2022 and held it in 1 quarter.
  • Advisor Resource Council's Phillips Edison & Co position peaked at $610K in Q2 2022.
  • 331 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2022.

Based on Advisor Resource Council's 13F filing for Q3 2022, filed 26 Oct 2022.