Jacobs Levy Equity Management
PEI

Jacobs Levy Equity Management’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Jacobs Levy Equity 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
2013
Q3 		– Sell
-2,532
Closed -$717K – 1124
2013
Q2 		$717K Buy
+2,532
New +$750K 0.01% 648

Other funds holding PEI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jacobs Levy Equity Management's PEI Position: Q3 2013 in Review

Jacobs Levy Equity Management sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q3 2013, closing a stake of 2,532 shares — an estimated $717K sold.

Jacobs Levy Equity Management first reported a position in PEI in Q2 2013 and held it in 1 quarter. The position peaked at $717K in Q2 2013. 164 funds tracked by Wall St. Rank hold PEI as of Q3 2013.

  • Jacobs Levy Equity Management reported no remaining Pennsylvania Real Estate Investment Trust position as of Q3 2013 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 2,532 Pennsylvania Real Estate Investment Trust shares in Q3 2013, an estimated $717K.
  • Jacobs Levy Equity Management first reported a position in Pennsylvania Real Estate Investment Trust in Q2 2013 and held it in 1 quarter.
  • Jacobs Levy Equity Management's Pennsylvania Real Estate Investment Trust position peaked at $717K in Q2 2013.
  • 164 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q3 2013.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2013, filed 14 Nov 2013.