GSWM
PEI

Golden State Wealth Management’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Golden State Wealth 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
2019
Q4 		– Sell
-333
Closed -$29K – 1116
2019
Q3 		$29K Hold
333
– – 0.01% 555
2019
Q2 		$32K Hold
333
– – 0.01% 544
2019
Q1 		$31K Buy
+333
New +$32.9K 0.01% 544

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
PS
Presima Securities Montreal, Quebec, Canada $178M AUM 1.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Golden State Wealth Management's PEI Position: Q4 2019 in Review

Golden State Wealth Management sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q4 2019, closing a stake of 333 shares — an estimated $29K sold.

Golden State Wealth Management first reported a position in PEI in Q1 2019 and held it in 3 quarters. The position peaked at $32K in Q2 2019. 161 funds tracked by Wall St. Rank hold PEI as of Q4 2019.

  • Golden State Wealth Management reported no remaining Pennsylvania Real Estate Investment Trust position as of Q4 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 333 Pennsylvania Real Estate Investment Trust shares in Q4 2019, an estimated $29K.
  • Golden State Wealth Management first reported a position in Pennsylvania Real Estate Investment Trust in Q1 2019 and held it in 3 quarters.
  • Golden State Wealth Management's Pennsylvania Real Estate Investment Trust position peaked at $32K in Q2 2019.
  • 161 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.