BCWM
PEI

Bartlett & Co Wealth Management’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Bartlett & Co Wealth Management’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
2019
Q3 		– Sell
-3
Closed -$260 – 966
2019
Q2 		$260 Buy
+3
New +$292 ﹤0.01% 745

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
PS
Presima Securities Montreal, Quebec, Canada $178M AUM 1.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Bartlett & Co Wealth Management's PEI Position: Q3 2019 in Review

Bartlett & Co Wealth Management sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q3 2019, closing a stake of 3 shares — an estimated $260 sold.

Bartlett & Co Wealth Management first reported a position in PEI in Q2 2019 and held it in 1 quarter. The position peaked at $260 in Q2 2019. 166 funds tracked by Wall St. Rank hold PEI as of Q3 2019.

  • Bartlett & Co Wealth Management reported no remaining Pennsylvania Real Estate Investment Trust position as of Q3 2019 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 3 Pennsylvania Real Estate Investment Trust shares in Q3 2019, an estimated $260.
  • Bartlett & Co Wealth Management first reported a position in Pennsylvania Real Estate Investment Trust in Q2 2019 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Pennsylvania Real Estate Investment Trust position peaked at $260 in Q2 2019.
  • 166 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q3 2019.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2019, filed 13 Feb 2024.