Capital Analysts LLC’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Capital Analysts LLC’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 Q4	–	Sell	-51	Closed	-$4K	–	748
2019 Q3	$4K	Buy	51 +1	+2%	+$85	﹤0.01%	634
2019 Q2	$5K	Buy	50 +1	+2%	+$97	﹤0.01%	593
2019 Q1	$4K	Sell	49 -102	-68%	-$10.1K	﹤0.01%	588
2018 Q4	$13K	Buy	151 +3	+2%	+$373	﹤0.01%	446
2018 Q3	$21K	Buy	148 +2	+1%	+$311	﹤0.01%	391
2018 Q2	$24K	Buy	146 +2	+1%	+$312	﹤0.01%	395
2018 Q1	$21K	Sell	144 -23	-14%	-$3.67K	﹤0.01%	392
2017 Q4	$30K	Buy	167 +3	+2%	+$487	﹤0.01%	342
2017 Q3	$26K	Buy	164 +2	+1%	+$329	﹤0.01%	343
2017 Q2	$27.5K	Buy	162 +8	+5%	+$1.49K	﹤0.01%	341
2017 Q1	$34.9K	Sell	154 -11	-7%	-$2.78K	0.01%	287
2016 Q4	$47K	Buy	165 +90	+120%	+$26.9K	0.01%	280
2016 Q3	$25.8K	Buy	+75	New	+$26.8K	﹤0.01%	292

Other funds holding PEI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Presima Securities Montreal, Quebec, Canada $178M AUM 1.26% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Capital Analysts LLC's PEI Position: Q4 2019 in Review

Capital Analysts LLC sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q4 2019, closing a stake of 51 shares — an estimated $4K sold.

Capital Analysts LLC first reported a position in PEI in Q3 2016 and held it in 13 quarters. The position peaked at $47K in Q4 2016. 161 funds tracked by Wall St. Rank hold PEI as of Q4 2019.

Capital Analysts LLC reported no remaining Pennsylvania Real Estate Investment Trust position as of Q4 2019 after selling out during the quarter.
Capital Analysts LLC sold 51 Pennsylvania Real Estate Investment Trust shares in Q4 2019, an estimated $4K.
Capital Analysts LLC first reported a position in Pennsylvania Real Estate Investment Trust in Q3 2016 and held it in 13 quarters.
Capital Analysts LLC's Pennsylvania Real Estate Investment Trust position peaked at $47K in Q4 2016.
161 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q4 2019.

Based on Capital Analysts LLC's 13F filing for Q4 2019, filed 12 Feb 2020.