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Howe & Rusling’s Phillips Edison & Co PECO Stock Holding History

Howe & Rusling’s Portfolio PECO Stock Details PECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3,000
Closed -$84K – 824
2022
Q3 		$84K Sell
3,000
-341
-10% -$11.2K 0.01% 277
2022
Q2 		$112K Buy
3,341
+1,000
+43% +$33.9K 0.01% 243
2022
Q1 		$81K Buy
+2,341
New +$76.9K 0.01% 273

Other funds holding PECO

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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 $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Howe & Rusling's PECO Position: Q4 2022 in Review

Howe & Rusling sold out of Phillips Edison & Co (PECO) in Q4 2022, closing a stake of 3,000 shares — an estimated $84K sold.

Howe & Rusling first reported a position in PECO in Q1 2022 and held it in 3 quarters. The position peaked at $112K in Q2 2022. 344 funds tracked by Wall St. Rank hold PECO as of Q4 2022.

  • Howe & Rusling reported no remaining Phillips Edison & Co position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 3,000 Phillips Edison & Co shares in Q4 2022, an estimated $84K.
  • Howe & Rusling first reported a position in Phillips Edison & Co in Q1 2022 and held it in 3 quarters.
  • Howe & Rusling's Phillips Edison & Co position peaked at $112K in Q2 2022.
  • 344 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.