MFG
PEI

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

Magnus 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
2019
Q3 		– Sell
-831
Closed -$81K – 600
2019
Q2 		$81K Sell
831
-184
-18% -$17.9K 0.02% 519
2019
Q1 		$96K Buy
+1,015
New +$100K 0.02% 491

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Magnus Financial Group's PEI Position: Q3 2019 in Review

Magnus Financial Group sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q3 2019, closing a stake of 831 shares — an estimated $81K sold.

Magnus Financial Group first reported a position in PEI in Q1 2019 and held it in 2 quarters. The position peaked at $96K in Q1 2019. 166 funds tracked by Wall St. Rank hold PEI as of Q3 2019.

  • Magnus Financial Group reported no remaining Pennsylvania Real Estate Investment Trust position as of Q3 2019 after selling out during the quarter.
  • Magnus Financial Group sold 831 Pennsylvania Real Estate Investment Trust shares in Q3 2019, an estimated $81K.
  • Magnus Financial Group first reported a position in Pennsylvania Real Estate Investment Trust in Q1 2019 and held it in 2 quarters.
  • Magnus Financial Group's Pennsylvania Real Estate Investment Trust position peaked at $96K in Q1 2019.
  • 166 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q3 2019.

Based on Magnus Financial Group's 13F filing for Q3 2019, filed 8 Nov 2019.