LG
PEI

Leuthold Group’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Leuthold Group’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
2013
Q4 		– Sell
-1,268
Closed -$356K – 324
2013
Q3 		$356K Sell
1,268
-139
-10% -$40.5K 0.03% 288
2013
Q2 		$398K Buy
+1,407
New +$417K 0.04% 297

Other funds holding PEI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Leuthold Group's PEI Position: Q4 2013 in Review

Leuthold Group sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q4 2013, closing a stake of 1,268 shares — an estimated $356K sold.

Leuthold Group first reported a position in PEI in Q2 2013 and held it in 2 quarters. The position peaked at $398K in Q2 2013. 176 funds tracked by Wall St. Rank hold PEI as of Q4 2013.

  • Leuthold Group reported no remaining Pennsylvania Real Estate Investment Trust position as of Q4 2013 after selling out during the quarter.
  • Leuthold Group sold 1,268 Pennsylvania Real Estate Investment Trust shares in Q4 2013, an estimated $356K.
  • Leuthold Group first reported a position in Pennsylvania Real Estate Investment Trust in Q2 2013 and held it in 2 quarters.
  • Leuthold Group's Pennsylvania Real Estate Investment Trust position peaked at $398K in Q2 2013.
  • 176 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q4 2013.

Based on Leuthold Group's 13F filing for Q4 2013, filed 14 Feb 2014.