MWP
PEI

MYCIO Wealth Partners’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

MYCIO Wealth Partners’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
2020
Q1 		– Sell
-3,304
Closed -$264K – 470
2019
Q4 		$264K Hold
3,304
– – 0.02% 289
2019
Q3 		$283K Buy
3,304
+1,000
+43% +$84.8K 0.02% 252
2019
Q2 		$225K Buy
2,304
+654
+40% +$63.6K 0.02% 282
2019
Q1 		$156K Hold
1,650
– – 0.01% 278
2018
Q4 		$147K Buy
1,650
+166
+11% +$20.7K 0.01% 270
2018
Q3 		$211K Hold
1,484
– – 0.02% 264
2018
Q2 		$245K Buy
1,484
+613
+70% +$95.5K 0.03% 239
2018
Q1 		$126K Hold
871
– – 0.01% 247
2017
Q4 		$155K Buy
871
+1
+0.1% +$162 0.02% 241
2017
Q3 		$137K Hold
870
– – 0.02% 236
2017
Q2 		$148K Buy
+870
New +$162K 0.02% 225
2016
Q4 		– Sell
-582
Closed -$201K – 837
2016
Q3 		$201K Hold
582
– – 0.03% 173
2016
Q2 		$187K Buy
582
+249
+75% +$82.4K 0.03% 179
2016
Q1 		$109K Hold
333
– – 0.02% 216
2015
Q4 		$109K Sell
333
-194
-37% -$62.5K 0.02% 212
2015
Q3 		$157K Hold
527
– – 0.03% 160
2015
Q2 		$169K Buy
527
+267
+103% +$90K 0.03% 155
2015
Q1 		$91K Hold
260
– – 0.02% 216
2014
Q4 		$92K Hold
260
– – 0.02% 206
2014
Q3 		$78K Hold
260
– – 0.02% 205
2014
Q2 		$74K Buy
+260
New +$68.8K 0.02% 228

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MYCIO Wealth Partners's PEI Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q1 2020, closing a stake of 3,304 shares — an estimated $264K sold.

MYCIO Wealth Partners first reported a position in PEI in Q2 2014 and held it in 21 quarters. The position peaked at $283K in Q3 2019. 137 funds tracked by Wall St. Rank hold PEI as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining Pennsylvania Real Estate Investment Trust position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 3,304 Pennsylvania Real Estate Investment Trust shares in Q1 2020, an estimated $264K.
  • MYCIO Wealth Partners first reported a position in Pennsylvania Real Estate Investment Trust in Q2 2014 and held it in 21 quarters.
  • MYCIO Wealth Partners's Pennsylvania Real Estate Investment Trust position peaked at $283K in Q3 2019.
  • 137 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.