MWM
PEI

Merriman Wealth Management’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Merriman Wealth Management’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
Q2 		– Sell
-3,047
Closed -$441K – 211
2018
Q1 		$441K Sell
3,047
-3,226
-51% -$514K 0.12% 130
2017
Q4 		$1.12M Buy
+6,273
New +$1.02M 0.27% 78

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Merriman Wealth Management's PEI Position: Q2 2018 in Review

Merriman Wealth Management sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q2 2018, closing a stake of 3,047 shares — an estimated $441K sold.

Merriman Wealth Management first reported a position in PEI in Q4 2017 and held it in 2 quarters. The position peaked at $1.12M in Q4 2017. 204 funds tracked by Wall St. Rank hold PEI as of Q2 2018.

  • Merriman Wealth Management reported no remaining Pennsylvania Real Estate Investment Trust position as of Q2 2018 after selling out during the quarter.
  • Merriman Wealth Management sold 3,047 Pennsylvania Real Estate Investment Trust shares in Q2 2018, an estimated $441K.
  • Merriman Wealth Management first reported a position in Pennsylvania Real Estate Investment Trust in Q4 2017 and held it in 2 quarters.
  • Merriman Wealth Management's Pennsylvania Real Estate Investment Trust position peaked at $1.12M in Q4 2017.
  • 204 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q2 2018.

Based on Merriman Wealth Management's 13F filing for Q2 2018, filed 10 Aug 2018.