FGC
PEI

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

Financial Gravity Companies’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
Q1 		$2K Sell
17
-1
-6% -$159 ﹤0.01% 1044
2017
Q4 		$3K Buy
+18
New +$2.92K ﹤0.01% 886

Other funds holding PEI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
PS
Presima Securities Montreal, Quebec, Canada $178M AUM 1.26% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Financial Gravity Companies's PEI Position: Q1 2018 in Review

Financial Gravity Companies reduced its Pennsylvania Real Estate Investment Trust (PEI) stake by 5.6% in Q1 2018, selling an estimated $159 and leaving 17 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

Financial Gravity Companies first reported a position in PEI in Q4 2017 and has held it in 2 quarters since. The position peaked at $3K in Q4 2017. 197 funds tracked by Wall St. Rank hold PEI as of Q1 2018.

  • Financial Gravity Companies held 17 shares of Pennsylvania Real Estate Investment Trust worth $2K as of Q1 2018.
  • Financial Gravity Companies sold 1 Pennsylvania Real Estate Investment Trust share in Q1 2018, an estimated $159.
  • Pennsylvania Real Estate Investment Trust made up ﹤0.01% of Financial Gravity Companies's portfolio in Q1 2018, its #1044 holding.
  • Financial Gravity Companies first reported a position in Pennsylvania Real Estate Investment Trust in Q4 2017 and has held it in 2 quarters since.
  • Financial Gravity Companies's Pennsylvania Real Estate Investment Trust position peaked at $3K in Q4 2017.
  • 197 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.