JA
PEI

JOYN Advisors’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

JOYN Advisors’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
Q1 		– Sell
-15
Closed -$1K – 1768
2018
Q4 		$1K Sell
15
-1
-6% -$124 ﹤0.01% 1724
2018
Q3 		$2K Sell
16
-18
-53% -$2.8K ﹤0.01% 1543
2018
Q2 		$6K Buy
+34
New +$5.3K ﹤0.01% 1105

Other funds holding PEI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JOYN Advisors's PEI Position: Q1 2019 in Review

JOYN Advisors sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q1 2019, closing a stake of 15 shares — an estimated $1K sold.

JOYN Advisors first reported a position in PEI in Q2 2018 and held it in 3 quarters. The position peaked at $6K in Q2 2018. 177 funds tracked by Wall St. Rank hold PEI as of Q1 2019.

  • JOYN Advisors reported no remaining Pennsylvania Real Estate Investment Trust position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 15 Pennsylvania Real Estate Investment Trust shares in Q1 2019, an estimated $1K.
  • JOYN Advisors first reported a position in Pennsylvania Real Estate Investment Trust in Q2 2018 and held it in 3 quarters.
  • JOYN Advisors's Pennsylvania Real Estate Investment Trust position peaked at $6K in Q2 2018.
  • 177 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.