Bank of America
PEI

Bank of America’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Bank of America’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
Q4 		– Sell
-4,533
Closed -$713K – 7551
2017
Q3 		$713K Buy
4,533
+280
+7% +$46K ﹤0.01% 4739
2017
Q2 		$722K Buy
+4,253
New +$793K ﹤0.01% 4653

Other funds holding PEI

Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $32B AUM 32.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bank of America's PEI Position: Q4 2022 in Review

Bank of America sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q4 2022, closing a stake of 1,900 shares — an estimated $5K sold.

Bank of America first reported a position in PEI in Q2 2013 and held it in 38 quarters. The position peaked at $11.7M in Q3 2017. 4 funds tracked by Wall St. Rank hold PEI as of Q4 2022.

  • Bank of America reported no remaining Pennsylvania Real Estate Investment Trust position as of Q4 2022 after selling out during the quarter.
  • Bank of America sold 1,900 Pennsylvania Real Estate Investment Trust shares in Q4 2022, an estimated $5K.
  • Bank of America first reported a position in Pennsylvania Real Estate Investment Trust in Q2 2013 and held it in 38 quarters.
  • Bank of America's Pennsylvania Real Estate Investment Trust position peaked at $11.7M in Q3 2017.
  • 4 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q4 2022.

Based on Bank of America's 13F filing for Q4 2022, filed 10 Feb 2023.