Comprehensive Financial Consultants Institutional’s Phillips Edison & Co PECO Stock Holding History

Comprehensive Financial Consultants Institutional’s Portfolio PECO Stock Details PECO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-8,654	Closed	-$293K	–	161
2023 Q2	$293K	Sell	8,654 -1,876	-18%	-$58.6K	0.15%	131
2023 Q1	$343K	Hold	10,530	–	–	0.19%	122
2022 Q4	$356K	Sell	10,530 -4,229	-29%	-$130K	0.22%	122
2022 Q3	$425K	Sell	14,759 -1,498	-9%	-$49.2K	0.28%	112
2022 Q2	$571K	Buy	+16,257	New	+$552K	0.41%	95

Other funds holding PECO

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's PECO Position: Q3 2023 in Review

Comprehensive Financial Consultants Institutional sold out of Phillips Edison & Co (PECO) in Q3 2023, closing a stake of 8,654 shares — an estimated $293K sold.

Comprehensive Financial Consultants Institutional first reported a position in PECO in Q2 2022 and held it in 5 quarters. The position peaked at $571K in Q2 2022. 359 funds tracked by Wall St. Rank hold PECO as of Q3 2023.

Comprehensive Financial Consultants Institutional reported no remaining Phillips Edison & Co position as of Q3 2023 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 8,654 Phillips Edison & Co shares in Q3 2023, an estimated $293K.
Comprehensive Financial Consultants Institutional first reported a position in Phillips Edison & Co in Q2 2022 and held it in 5 quarters.
Comprehensive Financial Consultants Institutional's Phillips Edison & Co position peaked at $571K in Q2 2022.
359 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2023.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q3 2023, filed 13 Nov 2023.