FWIA
PEI

Fort Washington Investment Advisors’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Fort Washington Investment Advisors’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
2017
Q1 		– Sell
-1,367
Closed -$389K – 500
2016
Q4 		$389K Buy
1,367
+427
+45% +$128K 0.01% 415
2016
Q3 		$325K Sell
940
-167
-15% -$59.7K 0.01% 393
2016
Q2 		$356K Buy
+1,107
New +$366K 0.01% 396

Other funds holding PEI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
KC
KRV Capital New York $255M AUM 18.27% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

Fort Washington Investment Advisors's PEI Position: Q1 2017 in Review

Fort Washington Investment Advisors sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q1 2017, closing a stake of 1,367 shares — an estimated $389K sold.

Fort Washington Investment Advisors first reported a position in PEI in Q2 2016 and held it in 3 quarters. The position peaked at $389K in Q4 2016. 202 funds tracked by Wall St. Rank hold PEI as of Q1 2017.

  • Fort Washington Investment Advisors reported no remaining Pennsylvania Real Estate Investment Trust position as of Q1 2017 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 1,367 Pennsylvania Real Estate Investment Trust shares in Q1 2017, an estimated $389K.
  • Fort Washington Investment Advisors first reported a position in Pennsylvania Real Estate Investment Trust in Q2 2016 and held it in 3 quarters.
  • Fort Washington Investment Advisors's Pennsylvania Real Estate Investment Trust position peaked at $389K in Q4 2016.
  • 202 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q1 2017.

Based on Fort Washington Investment Advisors's 13F filing for Q1 2017, filed 11 May 2017.