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MSH Capital Advisors’s Phillips Edison & Co PECO Stock Holding History

MSH Capital Advisors’s Portfolio PECO Stock Details PECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7,670
Closed -$289K – 234
2024
Q3 		$289K Sell
7,670
-294
-4% -$10.5K 0.09% 198
2024
Q2 		$260K Buy
7,964
+1,679
+27% +$54.8K 0.09% 195
2024
Q1 		$225K Buy
6,285
+12
+0.2% +$424 0.08% 193
2023
Q4 		$229K Buy
+6,273
New +$219K 0.09% 188

Other funds holding PECO

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MSH Capital Advisors's PECO Position: Q4 2024 in Review

MSH Capital Advisors sold out of Phillips Edison & Co (PECO) in Q4 2024, closing a stake of 7,670 shares — an estimated $289K sold.

MSH Capital Advisors first reported a position in PECO in Q4 2023 and held it in 4 quarters. The position peaked at $289K in Q3 2024. 403 funds tracked by Wall St. Rank hold PECO as of Q4 2024.

  • MSH Capital Advisors reported no remaining Phillips Edison & Co position as of Q4 2024 after selling out during the quarter.
  • MSH Capital Advisors sold 7,670 Phillips Edison & Co shares in Q4 2024, an estimated $289K.
  • MSH Capital Advisors first reported a position in Phillips Edison & Co in Q4 2023 and held it in 4 quarters.
  • MSH Capital Advisors's Phillips Edison & Co position peaked at $289K in Q3 2024.
  • 403 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2024.

Based on MSH Capital Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.