KIA
PEI.PRD

KCM Investment Advisors’s Pennsylvania Real Estate Investment Trust 6.875% Series D Cumulative Redeemable Perpetual Preferred Shares PEI.PRD Stock Holding History

KCM Investment Advisors’s Portfolio PEI.PRD Stock Details PEI.PRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-10,882
Closed -$218K – 541
2018
Q1 		$218K Sell
10,882
-156
-1% -$3.49K 0.01% 489
2017
Q4 		$277K Buy
11,038
+38
+0.3% +$960 0.02% 448
2017
Q3 		$275K Buy
+11,000
New +$273K 0.02% 446

Other funds holding PEI.PRD

SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

KCM Investment Advisors's PEI.PRD Position: Q2 2018 in Review

KCM Investment Advisors sold out of Pennsylvania Real Estate Investment Trust 6.875% Series D Cumulative Redeemable Perpetual Preferred Shares (PEI.PRD) in Q2 2018, closing a stake of 10,882 shares — an estimated $218K sold.

KCM Investment Advisors first reported a position in PEI.PRD in Q3 2017 and held it in 3 quarters. The position peaked at $277K in Q4 2017. 1 fund tracked by Wall St. Rank holds PEI.PRD as of Q2 2018.

  • KCM Investment Advisors reported no remaining Pennsylvania Real Estate Investment Trust 6.875% Series D Cumulative Redeemable Perpetual Preferred Shares position as of Q2 2018 after selling out during the quarter.
  • KCM Investment Advisors sold 10,882 Pennsylvania Real Estate Investment Trust 6.875% Series D Cumulative Redeemable Perpetual Preferred Shares shares in Q2 2018, an estimated $218K.
  • KCM Investment Advisors first reported a position in Pennsylvania Real Estate Investment Trust 6.875% Series D Cumulative Redeemable Perpetual Preferred Shares in Q3 2017 and held it in 3 quarters.
  • KCM Investment Advisors's Pennsylvania Real Estate Investment Trust 6.875% Series D Cumulative Redeemable Perpetual Preferred Shares position peaked at $277K in Q4 2017.
  • 1 fund tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust 6.875% Series D Cumulative Redeemable Perpetual Preferred Shares as of Q2 2018.

Based on KCM Investment Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.