EWM
PEI

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

Endurance 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
2016
Q1 		– Sell
-20
Closed -$7K – 540
2015
Q4 		$7K Hold
20
– – ﹤0.01% 440
2015
Q3 		$6K Hold
20
– – ﹤0.01% 444
2015
Q2 		$6K Buy
+20
New +$6.74K ﹤0.01% 445

Other funds holding PEI

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Endurance Wealth Management's PEI Position: Q1 2016 in Review

Endurance Wealth Management sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q1 2016, closing a stake of 20 shares — an estimated $7K sold.

Endurance Wealth Management first reported a position in PEI in Q2 2015 and held it in 3 quarters. The position peaked at $7K in Q4 2015. 182 funds tracked by Wall St. Rank hold PEI as of Q1 2016.

  • Endurance Wealth Management reported no remaining Pennsylvania Real Estate Investment Trust position as of Q1 2016 after selling out during the quarter.
  • Endurance Wealth Management sold 20 Pennsylvania Real Estate Investment Trust shares in Q1 2016, an estimated $7K.
  • Endurance Wealth Management first reported a position in Pennsylvania Real Estate Investment Trust in Q2 2015 and held it in 3 quarters.
  • Endurance Wealth Management's Pennsylvania Real Estate Investment Trust position peaked at $7K in Q4 2015.
  • 182 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q1 2016.

Based on Endurance Wealth Management's 13F filing for Q1 2016, filed 12 Apr 2016.