FCBT
PEI

First Citizens Bank & Trust’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

First Citizens Bank & Trust’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
2015
Q1 		– Sell
-3,011
Closed -$1.06M – 430
2014
Q4 		$1.06M Buy
3,011
+5
+0.2% +$1.64K 0.08% 154
2014
Q3 		$899K Buy
3,006
+155
+5% +$45.7K 0.07% 162
2014
Q2 		$805K Buy
2,851
+9
+0.3% +$2.38K 0.07% 187
2014
Q1 		$769K Buy
+2,842
New +$791K 0.07% 191

Other funds holding PEI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

First Citizens Bank & Trust's PEI Position: Q1 2015 in Review

First Citizens Bank & Trust sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q1 2015, closing a stake of 3,011 shares — an estimated $1.06M sold.

First Citizens Bank & Trust first reported a position in PEI in Q1 2014 and held it in 4 quarters. The position peaked at $1.06M in Q4 2014. 175 funds tracked by Wall St. Rank hold PEI as of Q1 2015.

  • First Citizens Bank & Trust reported no remaining Pennsylvania Real Estate Investment Trust position as of Q1 2015 after selling out during the quarter.
  • First Citizens Bank & Trust sold 3,011 Pennsylvania Real Estate Investment Trust shares in Q1 2015, an estimated $1.06M.
  • First Citizens Bank & Trust first reported a position in Pennsylvania Real Estate Investment Trust in Q1 2014 and held it in 4 quarters.
  • First Citizens Bank & Trust's Pennsylvania Real Estate Investment Trust position peaked at $1.06M in Q4 2014.
  • 175 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q1 2015.

Based on First Citizens Bank & Trust's 13F filing for Q1 2015, filed 14 May 2015.