KIA
PEI.PRC

KCM Investment Advisors’s Pennsylvania Real Estate Investment Trust 7.20% Series C Cumulative Redeemable Perpetual Preferred Shares PEI.PRC Stock Holding History

KCM Investment Advisors’s Portfolio PEI.PRC Stock Details PEI.PRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-9,810
Closed -$223K – 529
2018
Q2 		$223K Sell
9,810
-615
-6% -$13.3K 0.01% 486
2018
Q1 		$216K Sell
10,425
-1,141
-10% -$26.3K 0.01% 492
2017
Q4 		$300K Sell
11,566
-389
-3% -$10.1K 0.02% 432
2017
Q3 		$311K Sell
11,955
-1,313
-10% -$34.3K 0.02% 425
2017
Q2 		$356K Buy
13,268
+3,159
+31% +$83.1K 0.02% 415
2017
Q1 		$270K Buy
+10,109
New +$262K 0.02% 458

Other funds holding PEI.PRC

ECM
EII Capital Management New York $774K AUM 22.41% 1-Year Est. Return

KCM Investment Advisors's PEI.PRC Position: Q3 2018 in Review

KCM Investment Advisors sold out of Pennsylvania Real Estate Investment Trust 7.20% Series C Cumulative Redeemable Perpetual Preferred Shares (PEI.PRC) in Q3 2018, closing a stake of 9,810 shares — an estimated $223K sold.

KCM Investment Advisors first reported a position in PEI.PRC in Q1 2017 and held it in 6 quarters. The position peaked at $356K in Q2 2017. 1 fund tracked by Wall St. Rank holds PEI.PRC as of Q3 2018.

  • KCM Investment Advisors reported no remaining Pennsylvania Real Estate Investment Trust 7.20% Series C Cumulative Redeemable Perpetual Preferred Shares position as of Q3 2018 after selling out during the quarter.
  • KCM Investment Advisors sold 9,810 Pennsylvania Real Estate Investment Trust 7.20% Series C Cumulative Redeemable Perpetual Preferred Shares shares in Q3 2018, an estimated $223K.
  • KCM Investment Advisors first reported a position in Pennsylvania Real Estate Investment Trust 7.20% Series C Cumulative Redeemable Perpetual Preferred Shares in Q1 2017 and held it in 6 quarters.
  • KCM Investment Advisors's Pennsylvania Real Estate Investment Trust 7.20% Series C Cumulative Redeemable Perpetual Preferred Shares position peaked at $356K in Q2 2017.
  • 1 fund tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust 7.20% Series C Cumulative Redeemable Perpetual Preferred Shares as of Q3 2018.

Based on KCM Investment Advisors's 13F filing for Q3 2018, filed 7 Nov 2018.