Janney Montgomery Scott
PEI

Janney Montgomery Scott’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Janney Montgomery Scott’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
2020
Q3 		– Sell
-773
Closed -$16K – 2167
2020
Q2 		$16K Buy
+773
New +$13.9K ﹤0.01% 1978
2019
Q1 		– Sell
-668
Closed -$60K – 2120
2018
Q4 		$60K Sell
668
-9
-1% -$1.12K ﹤0.01% 1904
2018
Q3 		$96K Buy
+677
New +$105K ﹤0.01% 2002
2018
Q1 		– Sell
-2,393
Closed -$427K – 2066
2017
Q4 		$427K Buy
+2,393
New +$388K ﹤0.01% 1395
2016
Q4 		– Sell
-856
Closed -$296K – 1748
2016
Q3 		$296K Sell
856
-1,300
-60% -$465K 0.01% 1192
2016
Q2 		$694K Buy
2,156
+1,312
+155% +$434K 0.01% 460
2016
Q1 		$277K Buy
844
+72
+9% +$21.5K 0.01% 1002
2015
Q4 		$253K Sell
772
-368
-32% -$119K 0.01% 1117
2015
Q3 		$339K Sell
1,140
-1,250
-52% -$392K 0.01% 1007
2015
Q2 		$705K Buy
2,390
+1,183
+98% +$399K 0.01% 973
2015
Q1 		$421K Buy
1,207
+18
+2% +$6.4K 0.01% 1498
2014
Q4 		$418K Sell
1,189
-28
-2% -$9.18K 0.01% 1446
2014
Q3 		$364K Buy
1,217
+34
+3% +$10K 0.01% 1505
2014
Q2 		$334K Sell
1,183
-28
-2% -$7.41K 0.01% 1538
2014
Q1 		$328K Buy
+1,211
New +$337K 0.01% 1400

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Janney Montgomery Scott's PEI Position: Q3 2020 in Review

Janney Montgomery Scott sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q3 2020, closing a stake of 773 shares — an estimated $16K sold.

Janney Montgomery Scott first reported a position in PEI in Q1 2014 and held it in 15 quarters. The position peaked at $705K in Q2 2015. 86 funds tracked by Wall St. Rank hold PEI as of Q3 2020.

  • Janney Montgomery Scott reported no remaining Pennsylvania Real Estate Investment Trust position as of Q3 2020 after selling out during the quarter.
  • Janney Montgomery Scott sold 773 Pennsylvania Real Estate Investment Trust shares in Q3 2020, an estimated $16K.
  • Janney Montgomery Scott first reported a position in Pennsylvania Real Estate Investment Trust in Q1 2014 and held it in 15 quarters.
  • Janney Montgomery Scott's Pennsylvania Real Estate Investment Trust position peaked at $705K in Q2 2015.
  • 86 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q3 2020.

Based on Janney Montgomery Scott's 13F filing for Q3 2020, filed 6 Nov 2020.