DWM
PEI

Destination Wealth Management’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Destination 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
2018
Q2 		– Sell
-8
Closed -$8K – 695
2018
Q1 		$8K Buy
+8
New +$1.27K ﹤0.01% 422

Other funds holding PEI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PS
Presima Securities Montreal, Quebec, Canada $178M AUM 1.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Destination Wealth Management's PEI Position: Q2 2018 in Review

Destination Wealth Management sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q2 2018, closing a stake of 8 shares — an estimated $8K sold.

Destination Wealth Management first reported a position in PEI in Q1 2018 and held it in 1 quarter. The position peaked at $8K in Q1 2018. 204 funds tracked by Wall St. Rank hold PEI as of Q2 2018.

  • Destination Wealth Management reported no remaining Pennsylvania Real Estate Investment Trust position as of Q2 2018 after selling out during the quarter.
  • Destination Wealth Management sold 8 Pennsylvania Real Estate Investment Trust shares in Q2 2018, an estimated $8K.
  • Destination Wealth Management first reported a position in Pennsylvania Real Estate Investment Trust in Q1 2018 and held it in 1 quarter.
  • Destination Wealth Management's Pennsylvania Real Estate Investment Trust position peaked at $8K in Q1 2018.
  • 204 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q2 2018.

Based on Destination Wealth Management's 13F filing for Q2 2018, filed 31 Jul 2018.