OMC
PEI

Old Mission Capital’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Old Mission Capital’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
Q4 		– Sell
-2,620
Closed -$22K – 738
2020
Q3 		$22K Sell
2,620
-3,139
-55% -$49.3K ﹤0.01% 415
2020
Q2 		$117K Buy
+5,759
New +$104K 0.01% 418

Other funds holding PEI

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SAM
Shell Asset Management The Hague, Netherlands $996M AUM 26.19% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
GC
Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Old Mission Capital's PEI Position: Q4 2020 in Review

Old Mission Capital sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q4 2020, closing a stake of 2,620 shares — an estimated $22K sold.

Old Mission Capital first reported a position in PEI in Q2 2020 and held it in 2 quarters. The position peaked at $117K in Q2 2020. 63 funds tracked by Wall St. Rank hold PEI as of Q4 2020.

  • Old Mission Capital reported no remaining Pennsylvania Real Estate Investment Trust position as of Q4 2020 after selling out during the quarter.
  • Old Mission Capital sold 2,620 Pennsylvania Real Estate Investment Trust shares in Q4 2020, an estimated $22K.
  • Old Mission Capital first reported a position in Pennsylvania Real Estate Investment Trust in Q2 2020 and held it in 2 quarters.
  • Old Mission Capital's Pennsylvania Real Estate Investment Trust position peaked at $117K in Q2 2020.
  • 63 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q4 2020.

Based on Old Mission Capital's 13F filing for Q4 2020, filed 17 Feb 2021.