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

Foresters Investment 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	-245	Closed	-$40K	–	446
2018 Q2	$40K	Sell	245 -4,324	-95%	-$674K	﹤0.01%	352
2018 Q1	$661K	Hold	4,569	–	–	0.01%	341
2017 Q4	$815K	Hold	4,569	–	–	0.01%	362
2017 Q3	$719K	Buy	4,569 +1,770	+63%	+$291K	0.01%	354
2017 Q2	$475K	Buy	2,799 +2,242	+403%	+$418K	0.01%	375
2017 Q1	$127K	Hold	557	–	–	﹤0.01%	383
2016 Q4	$159K	Buy	557 +200	+56%	+$59.7K	﹤0.01%	359
2016 Q3	$123K	Buy	357 +48	+16%	+$17.2K	﹤0.01%	349
2016 Q2	$99K	Buy	+309	New	+$102K	﹤0.01%	355

Other funds holding PEI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Presima Securities Montreal, Quebec, Canada $178M AUM 1.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Foresters Investment Management's PEI Position: Q3 2018 in Review

Foresters Investment Management sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q3 2018, closing a stake of 245 shares — an estimated $40K sold.

Foresters Investment Management first reported a position in PEI in Q2 2016 and held it in 9 quarters. The position peaked at $815K in Q4 2017. 190 funds tracked by Wall St. Rank hold PEI as of Q3 2018.

Foresters Investment Management reported no remaining Pennsylvania Real Estate Investment Trust position as of Q3 2018 after selling out during the quarter.
Foresters Investment Management sold 245 Pennsylvania Real Estate Investment Trust shares in Q3 2018, an estimated $40K.
Foresters Investment Management first reported a position in Pennsylvania Real Estate Investment Trust in Q2 2016 and held it in 9 quarters.
Foresters Investment Management's Pennsylvania Real Estate Investment Trust position peaked at $815K in Q4 2017.
190 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q3 2018.

Based on Foresters Investment Management's 13F filing for Q3 2018, filed 13 Nov 2018.