KT
PEI

Kanaly Trust’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Kanaly Trust’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
2016
Q4 		– Sell
-15
Closed -$5K – 979
2016
Q3 		$5K Hold
15
– – ﹤0.01% 662
2016
Q2 		$5K Hold
15
– – ﹤0.01% 664
2016
Q1 		$5K Buy
+15
New +$4.47K ﹤0.01% 672

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

Kanaly Trust's PEI Position: Q4 2016 in Review

Kanaly Trust sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q4 2016, closing a stake of 15 shares — an estimated $5K sold.

Kanaly Trust first reported a position in PEI in Q1 2016 and held it in 3 quarters. The position peaked at $5K in Q3 2016. 208 funds tracked by Wall St. Rank hold PEI as of Q4 2016.

  • Kanaly Trust reported no remaining Pennsylvania Real Estate Investment Trust position as of Q4 2016 after selling out during the quarter.
  • Kanaly Trust sold 15 Pennsylvania Real Estate Investment Trust shares in Q4 2016, an estimated $5K.
  • Kanaly Trust first reported a position in Pennsylvania Real Estate Investment Trust in Q1 2016 and held it in 3 quarters.
  • Kanaly Trust's Pennsylvania Real Estate Investment Trust position peaked at $5K in Q3 2016.
  • 208 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.