Mackenzie Financial
PEI

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

Mackenzie Financial’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
2019
Q1 		– Sell
-23,107
Closed -$2.06M – 1366
2018
Q4 		$2.06M Sell
23,107
-21,600
-48% -$2.69M 0.01% 699
2018
Q3 		$6.34M Buy
+44,707
New +$6.95M 0.02% 442

Other funds holding PEI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
PS
Presima Securities Montreal, Quebec, Canada $178M AUM 1.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mackenzie Financial's PEI Position: Q1 2019 in Review

Mackenzie Financial sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q1 2019, closing a stake of 23,107 shares — an estimated $2.06M sold.

Mackenzie Financial first reported a position in PEI in Q3 2018 and held it in 2 quarters. The position peaked at $6.34M in Q3 2018. 177 funds tracked by Wall St. Rank hold PEI as of Q1 2019.

  • Mackenzie Financial reported no remaining Pennsylvania Real Estate Investment Trust position as of Q1 2019 after selling out during the quarter.
  • Mackenzie Financial sold 23,107 Pennsylvania Real Estate Investment Trust shares in Q1 2019, an estimated $2.06M.
  • Mackenzie Financial first reported a position in Pennsylvania Real Estate Investment Trust in Q3 2018 and held it in 2 quarters.
  • Mackenzie Financial's Pennsylvania Real Estate Investment Trust position peaked at $6.34M in Q3 2018.
  • 177 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q1 2019.

Based on Mackenzie Financial's 13F filing for Q1 2019, filed 15 May 2019.