LWCFA
PEI

Loring Wolcott & Coolidge Fiduciary Advisors’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
Q2 		– Sell
-106
Closed -$1K – 680
2020
Q1 		$1K Buy
+106
New +$5.14K ﹤0.01% 643

Other funds holding PEI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's PEI Position: Q2 2020 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q2 2020, closing a stake of 106 shares — an estimated $1K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PEI in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 124 funds tracked by Wall St. Rank hold PEI as of Q2 2020.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Pennsylvania Real Estate Investment Trust position as of Q2 2020 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 106 Pennsylvania Real Estate Investment Trust shares in Q2 2020, an estimated $1K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Pennsylvania Real Estate Investment Trust in Q1 2020 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Pennsylvania Real Estate Investment Trust position peaked at $1K in Q1 2020.
  • 124 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q2 2020.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2020, filed 30 Jul 2020.