CPP
PEI.PRD

Crow Point Partners’s Pennsylvania Real Estate Investment Trust 6.875% Series D Cumulative Redeemable Perpetual Preferred Shares PEI.PRD Stock Holding History

Crow Point Partners’s Portfolio PEI.PRD Stock Details PEI.PRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-5,000
Closed -$125K – 300
2017
Q4 		$125K Hold
5,000
– – 0.02% 159
2017
Q3 		$125K Buy
+5,000
New +$124K 0.02% 180

Other funds holding PEI.PRD

SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

Crow Point Partners's PEI.PRD Position: Q1 2018 in Review

Crow Point Partners sold out of Pennsylvania Real Estate Investment Trust 6.875% Series D Cumulative Redeemable Perpetual Preferred Shares (PEI.PRD) in Q1 2018, closing a stake of 5,000 shares — an estimated $125K sold.

Crow Point Partners first reported a position in PEI.PRD in Q3 2017 and held it in 2 quarters. The position peaked at $125K in Q4 2017. 2 funds tracked by Wall St. Rank hold PEI.PRD as of Q1 2018.

  • Crow Point Partners reported no remaining Pennsylvania Real Estate Investment Trust 6.875% Series D Cumulative Redeemable Perpetual Preferred Shares position as of Q1 2018 after selling out during the quarter.
  • Crow Point Partners sold 5,000 Pennsylvania Real Estate Investment Trust 6.875% Series D Cumulative Redeemable Perpetual Preferred Shares shares in Q1 2018, an estimated $125K.
  • Crow Point Partners first reported a position in Pennsylvania Real Estate Investment Trust 6.875% Series D Cumulative Redeemable Perpetual Preferred Shares in Q3 2017 and held it in 2 quarters.
  • Crow Point Partners's Pennsylvania Real Estate Investment Trust 6.875% Series D Cumulative Redeemable Perpetual Preferred Shares position peaked at $125K in Q4 2017.
  • 2 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust 6.875% Series D Cumulative Redeemable Perpetual Preferred Shares as of Q1 2018.

Based on Crow Point Partners's 13F filing for Q1 2018, filed 10 Apr 2018.