KIA
PEI.PRA.CL

KCM Investment Advisors’s Penn Real Estate Invest Trust PEI.PRA.CL Stock Holding History

KCM Investment Advisors’s Portfolio PEI.PRA.CL Stock Details PEI.PRA.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-9,869
Closed -$248K – 555
2017
Q3 		$248K Buy
9,869
+85
+0.9% +$2.15K 0.02% 467
2017
Q2 		$248K Buy
9,784
+82
+0.8% +$2.08K 0.02% 482
2017
Q1 		$244K Buy
9,702
+81
+0.8% +$2.05K 0.02% 480
2016
Q4 		$243K Sell
9,621
-36
-0.4% -$918 0.02% 482
2016
Q3 		$248K Sell
9,657
-95
-1% -$2.48K 0.02% 481
2016
Q2 		$257K Sell
9,752
-323
-3% -$8.49K 0.02% 458
2016
Q1 		$264K Buy
10,075
+84
+0.8% +$2.17K 0.02% 442
2015
Q4 		$258K Sell
9,991
-17
-0.2% -$441 0.02% 444
2015
Q3 		$262K Buy
10,008
+95
+1% +$2.5K 0.02% 441
2015
Q2 		$263K Buy
+9,913
New +$262K 0.02% 464

KCM Investment Advisors's PEI.PRA.CL Position: Q4 2017 in Review

KCM Investment Advisors sold out of Penn Real Estate Invest Trust (PEI.PRA.CL) in Q4 2017, closing a stake of 9,869 shares — an estimated $248K sold.

KCM Investment Advisors first reported a position in PEI.PRA.CL in Q2 2015 and held it in 10 quarters. The position peaked at $264K in Q1 2016. 0 funds tracked by Wall St. Rank hold PEI.PRA.CL as of Q4 2017.

  • KCM Investment Advisors reported no remaining Penn Real Estate Invest Trust position as of Q4 2017 after selling out during the quarter.
  • KCM Investment Advisors sold 9,869 Penn Real Estate Invest Trust shares in Q4 2017, an estimated $248K.
  • KCM Investment Advisors first reported a position in Penn Real Estate Invest Trust in Q2 2015 and held it in 10 quarters.
  • KCM Investment Advisors's Penn Real Estate Invest Trust position peaked at $264K in Q1 2016.
  • 0 funds tracked by Wall St. Rank held Penn Real Estate Invest Trust as of Q4 2017.

Based on KCM Investment Advisors's 13F filing for Q4 2017, filed 22 Feb 2018.