CA
PEI

Clearstead Advisors’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Clearstead 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
2017
Q4 		– Sell
-1,176
Closed -$185K – 258
2017
Q3 		$185K Buy
+1,176
New +$193K 0.02% 244

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
PS
Presima Securities Montreal, Quebec, Canada $178M AUM 1.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Clearstead Advisors's PEI Position: Q4 2017 in Review

Clearstead Advisors sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q4 2017, closing a stake of 1,176 shares — an estimated $185K sold.

Clearstead Advisors first reported a position in PEI in Q3 2017 and held it in 1 quarter. The position peaked at $185K in Q3 2017. 196 funds tracked by Wall St. Rank hold PEI as of Q4 2017.

  • Clearstead Advisors reported no remaining Pennsylvania Real Estate Investment Trust position as of Q4 2017 after selling out during the quarter.
  • Clearstead Advisors sold 1,176 Pennsylvania Real Estate Investment Trust shares in Q4 2017, an estimated $185K.
  • Clearstead Advisors first reported a position in Pennsylvania Real Estate Investment Trust in Q3 2017 and held it in 1 quarter.
  • Clearstead Advisors's Pennsylvania Real Estate Investment Trust position peaked at $185K in Q3 2017.
  • 196 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q4 2017.

Based on Clearstead Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.