LC
PEI

Lindbrook Capital’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Lindbrook Capital’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
2020
Q1 		– Sell
-1
Closed – – 1939
2019
Q4 		$0 Hold
1
– – ﹤0.01% 1595
2019
Q3 		$0 Hold
1
– – ﹤0.01% 1591
2019
Q2 		$0 Hold
1
– – ﹤0.01% 1576
2019
Q1 		$0 Sell
1
-13
-93% -$1.28K ﹤0.01% 1576
2018
Q4 		$1K Buy
+14
New +$1.74K ﹤0.01% 1339

Other funds holding PEI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lindbrook Capital's PEI Position: Q1 2020 in Review

Lindbrook Capital sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q1 2020, closing a stake of 1 share.

Lindbrook Capital first reported a position in PEI in Q4 2018 and held it in 5 quarters. The position peaked at $1K in Q4 2018. 137 funds tracked by Wall St. Rank hold PEI as of Q1 2020.

  • Lindbrook Capital reported no remaining Pennsylvania Real Estate Investment Trust position as of Q1 2020 after selling out during the quarter.
  • Lindbrook Capital sold 1 Pennsylvania Real Estate Investment Trust share in Q1 2020.
  • Lindbrook Capital first reported a position in Pennsylvania Real Estate Investment Trust in Q4 2018 and held it in 5 quarters.
  • Lindbrook Capital's Pennsylvania Real Estate Investment Trust position peaked at $1K in Q4 2018.
  • 137 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q1 2020.

Based on Lindbrook Capital's 13F filing for Q1 2020, filed 22 Apr 2020.