BRWA
PEI

B. Riley Wealth Advisors’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

B. Riley Wealth Advisors’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
2020
Q1 		– Sell
-1,650
Closed -$132K – 932
2019
Q4 		$132K Buy
+1,650
New +$137K 0.01% 785

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

B. Riley Wealth Advisors's PEI Position: Q1 2020 in Review

B. Riley Wealth Advisors sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q1 2020, closing a stake of 1,650 shares — an estimated $132K sold.

B. Riley Wealth Advisors first reported a position in PEI in Q4 2019 and held it in 1 quarter. The position peaked at $132K in Q4 2019. 137 funds tracked by Wall St. Rank hold PEI as of Q1 2020.

  • B. Riley Wealth Advisors reported no remaining Pennsylvania Real Estate Investment Trust position as of Q1 2020 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,650 Pennsylvania Real Estate Investment Trust shares in Q1 2020, an estimated $132K.
  • B. Riley Wealth Advisors first reported a position in Pennsylvania Real Estate Investment Trust in Q4 2019 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Pennsylvania Real Estate Investment Trust position peaked at $132K in Q4 2019.
  • 137 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q1 2020.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2020, filed 6 May 2020.