E
PEI

Ergoteles’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Ergoteles’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
2020
Q4 		– Sell
-10,340
Closed -$86K – 1009
2020
Q3 		$86K Buy
+10,340
New +$162K 0.01% 542

Other funds holding PEI

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SAM
Shell Asset Management The Hague, Netherlands $996M AUM 26.19% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
GC
Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ergoteles's PEI Position: Q4 2020 in Review

Ergoteles sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q4 2020, closing a stake of 10,340 shares — an estimated $86K sold.

Ergoteles first reported a position in PEI in Q3 2020 and held it in 1 quarter. The position peaked at $86K in Q3 2020. 63 funds tracked by Wall St. Rank hold PEI as of Q4 2020.

  • Ergoteles reported no remaining Pennsylvania Real Estate Investment Trust position as of Q4 2020 after selling out during the quarter.
  • Ergoteles sold 10,340 Pennsylvania Real Estate Investment Trust shares in Q4 2020, an estimated $86K.
  • Ergoteles first reported a position in Pennsylvania Real Estate Investment Trust in Q3 2020 and held it in 1 quarter.
  • Ergoteles's Pennsylvania Real Estate Investment Trust position peaked at $86K in Q3 2020.
  • 63 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q4 2020.

Based on Ergoteles's 13F filing for Q4 2020, filed 11 Feb 2021.