FGAM
PEI

Financial Gravity Asset Management’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Financial Gravity Asset 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
Q3 		– Sell
-10
Closed -$2K – 1740
2018
Q2 		$2K Sell
10
-7
-41% -$1.09K ﹤0.01% 1075
2018
Q1 		$2K Buy
+17
New +$2.71K ﹤0.01% 1044

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Gravity Asset Management's PEI Position: Q3 2018 in Review

Financial Gravity Asset Management sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q3 2018, closing a stake of 10 shares — an estimated $2K sold.

Financial Gravity Asset Management first reported a position in PEI in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q2 2018. 190 funds tracked by Wall St. Rank hold PEI as of Q3 2018.

  • Financial Gravity Asset Management reported no remaining Pennsylvania Real Estate Investment Trust position as of Q3 2018 after selling out during the quarter.
  • Financial Gravity Asset Management sold 10 Pennsylvania Real Estate Investment Trust shares in Q3 2018, an estimated $2K.
  • Financial Gravity Asset Management first reported a position in Pennsylvania Real Estate Investment Trust in Q1 2018 and held it in 2 quarters.
  • Financial Gravity Asset Management's Pennsylvania Real Estate Investment Trust position peaked at $2K in Q2 2018.
  • 190 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q3 2018.

Based on Financial Gravity Asset Management's 13F filing for Q3 2018, filed 31 Oct 2018.