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

LifePlan Financial 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
2018 Q2	–	Sell	-367	Closed	-$53K	–	555
2018 Q1	$53K	Buy	+367	New	+$58.5K	0.03%	219
2017 Q3	–	Sell	-831	Closed	-$141K	–	112
2017 Q2	$141K	Hold	831	–	–	0.1%	105
2017 Q1	$189K	Hold	831	–	–	0.13%	107
2016 Q4	$236K	Hold	831	–	–	0.17%	110
2016 Q3	$287K	Buy	831 +32	+4%	+$11.4K	0.2%	88
2016 Q2	$257K	Hold	799	–	–	0.18%	90
2016 Q1	$262K	Hold	799	–	–	0.19%	83
2015 Q4	$262K	Hold	799	–	–	0.19%	75
2015 Q3	$238K	Hold	799	–	–	0.17%	80
2015 Q2	$256K	Buy	799 +119	+18%	+$40.1K	0.17%	83
2015 Q1	$237K	Hold	680	–	–	0.16%	69
2014 Q4	$239K	Buy	+680	New	+$223K	0.16%	67
2014 Q2	–	Sell	-367	Closed	-$99K	–	273
2014 Q1	$99K	Hold	367	–	–	0.08%	85
2013 Q4	$104K	Buy	+367	New	+$100K	0.07%	81

Other funds holding PEI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACM

AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Presima Securities Montreal, Quebec, Canada $178M AUM 1.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

LifePlan Financial Group's PEI Position: Q2 2018 in Review

LifePlan Financial Group sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q2 2018, closing a stake of 367 shares — an estimated $53K sold.

LifePlan Financial Group first reported a position in PEI in Q4 2013 and held it in 14 quarters. The position peaked at $287K in Q3 2016. 204 funds tracked by Wall St. Rank hold PEI as of Q2 2018.

LifePlan Financial Group reported no remaining Pennsylvania Real Estate Investment Trust position as of Q2 2018 after selling out during the quarter.
LifePlan Financial Group sold 367 Pennsylvania Real Estate Investment Trust shares in Q2 2018, an estimated $53K.
LifePlan Financial Group first reported a position in Pennsylvania Real Estate Investment Trust in Q4 2013 and held it in 14 quarters.
LifePlan Financial Group's Pennsylvania Real Estate Investment Trust position peaked at $287K in Q3 2016.
204 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q2 2018.

Based on LifePlan Financial Group's 13F filing for Q2 2018, filed 25 Jul 2018.