HW
PEI

Hancock Whitney’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Hancock Whitney’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
Q3 		– Sell
-13,044
Closed -$1.27M – 914
2019
Q2 		$1.27M Buy
13,044
+1,561
+14% +$152K 0.04% 412
2019
Q1 		$1.08M Buy
11,483
+6,333
+123% +$626K 0.03% 452
2018
Q4 		$459K Sell
5,150
-4,127
-44% -$514K 0.02% 614
2018
Q3 		$1.32M Buy
+9,277
New +$1.44M 0.04% 430

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 $299B AUM 28.69% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Hancock Whitney's PEI Position: Q3 2019 in Review

Hancock Whitney sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q3 2019, closing a stake of 13,044 shares — an estimated $1.27M sold.

Hancock Whitney first reported a position in PEI in Q3 2018 and held it in 4 quarters. The position peaked at $1.32M in Q3 2018. 166 funds tracked by Wall St. Rank hold PEI as of Q3 2019.

  • Hancock Whitney reported no remaining Pennsylvania Real Estate Investment Trust position as of Q3 2019 after selling out during the quarter.
  • Hancock Whitney sold 13,044 Pennsylvania Real Estate Investment Trust shares in Q3 2019, an estimated $1.27M.
  • Hancock Whitney first reported a position in Pennsylvania Real Estate Investment Trust in Q3 2018 and held it in 4 quarters.
  • Hancock Whitney's Pennsylvania Real Estate Investment Trust position peaked at $1.32M in Q3 2018.
  • 166 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q3 2019.

Based on Hancock Whitney's 13F filing for Q3 2019, filed 29 Oct 2019.