MPWT
PEI

MassMutual Private Wealth & Trust’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		– Sell
-5
Closed -$857 – 1170
2018
Q2 		$857 Buy
+5
New +$779 ﹤0.01% 1025

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
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PS
Presima Securities Montreal, Quebec, Canada $178M AUM 1.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MassMutual Private Wealth & Trust's PEI Position: Q3 2018 in Review

MassMutual Private Wealth & Trust sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q3 2018, closing a stake of 5 shares — an estimated $857 sold.

MassMutual Private Wealth & Trust first reported a position in PEI in Q2 2018 and held it in 1 quarter. The position peaked at $857 in Q2 2018. 190 funds tracked by Wall St. Rank hold PEI as of Q3 2018.

  • MassMutual Private Wealth & Trust reported no remaining Pennsylvania Real Estate Investment Trust position as of Q3 2018 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 5 Pennsylvania Real Estate Investment Trust shares in Q3 2018, an estimated $857.
  • MassMutual Private Wealth & Trust first reported a position in Pennsylvania Real Estate Investment Trust in Q2 2018 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Pennsylvania Real Estate Investment Trust position peaked at $857 in Q2 2018.
  • 190 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q3 2018.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2018, filed 9 Nov 2018.