ARMT
PEI

Amica Retiree Medical Trust’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Amica Retiree Medical Trust’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
2018
Q3 		– Sell
-2,372
Closed -$391K – 358
2018
Q2 		$391K Hold
2,372
– – 0.34% 96
2018
Q1 		$343K Buy
2,372
+121
+5% +$19.3K 0.3% 110
2017
Q4 		$402K Sell
2,251
-39
-2% -$6.33K 0.3% 99
2017
Q3 		$360K Buy
2,290
+552
+32% +$90.8K 0.28% 108
2017
Q2 		$295K Hold
1,738
– – 0.24% 129
2017
Q1 		$395K Buy
1,738
+423
+32% +$107K 0.32% 97
2016
Q4 		$374K Buy
1,315
+1,235
+1,544% +$369K 0.3% 107
2016
Q3 		$28K Buy
+80
New +$28.6K 0.02% 379
2014
Q4 		– Sell
-62
Closed -$18K – 388
2014
Q3 		$18K Buy
+62
New +$18.3K 0.02% 368
2014
Q1 		– Sell
-43
Closed -$12K – 394
2013
Q4 		$12K Buy
+43
New +$11.8K 0.01% 377

Other funds holding PEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PS
Presima Securities Montreal, Quebec, Canada $178M AUM 1.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Amica Retiree Medical Trust's PEI Position: Q3 2018 in Review

Amica Retiree Medical Trust sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q3 2018, closing a stake of 2,372 shares — an estimated $391K sold.

Amica Retiree Medical Trust first reported a position in PEI in Q4 2013 and held it in 10 quarters. The position peaked at $402K in Q4 2017. 190 funds tracked by Wall St. Rank hold PEI as of Q3 2018.

  • Amica Retiree Medical Trust reported no remaining Pennsylvania Real Estate Investment Trust position as of Q3 2018 after selling out during the quarter.
  • Amica Retiree Medical Trust sold 2,372 Pennsylvania Real Estate Investment Trust shares in Q3 2018, an estimated $391K.
  • Amica Retiree Medical Trust first reported a position in Pennsylvania Real Estate Investment Trust in Q4 2013 and held it in 10 quarters.
  • Amica Retiree Medical Trust's Pennsylvania Real Estate Investment Trust position peaked at $402K in Q4 2017.
  • 190 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q3 2018.

Based on Amica Retiree Medical Trust's 13F filing for Q3 2018, filed 9 Nov 2018.