AP
PEI

Advisors Preferred’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Advisors Preferred’s Portfolio PEI Stock Details PEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-528
Closed -$150K – 300
2016
Q4 		$150K Buy
+528
New +$158K 0.08% 90
2016
Q2 		– Sell
-173
Closed -$57K – 338
2016
Q1 		$57K Buy
173
+26
+18% +$7.75K 0.03% 85
2015
Q4 		$48K Buy
+147
New +$47.4K 0.03% 106

Other funds holding PEI

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
KC
KRV Capital New York $255M AUM 18.27% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

Advisors Preferred's PEI Position: Q1 2017 in Review

Advisors Preferred sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q1 2017, closing a stake of 528 shares — an estimated $150K sold.

Advisors Preferred first reported a position in PEI in Q4 2015 and held it in 3 quarters. The position peaked at $150K in Q4 2016. 202 funds tracked by Wall St. Rank hold PEI as of Q1 2017.

  • Advisors Preferred reported no remaining Pennsylvania Real Estate Investment Trust position as of Q1 2017 after selling out during the quarter.
  • Advisors Preferred sold 528 Pennsylvania Real Estate Investment Trust shares in Q1 2017, an estimated $150K.
  • Advisors Preferred first reported a position in Pennsylvania Real Estate Investment Trust in Q4 2015 and held it in 3 quarters.
  • Advisors Preferred's Pennsylvania Real Estate Investment Trust position peaked at $150K in Q4 2016.
  • 202 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q1 2017.

Based on Advisors Preferred's 13F filing for Q1 2017, filed 3 May 2017.