OPS
PEI

Orion Portfolio Solutions’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-7
Closed – – 2422
2020
Q2 		$0 Buy
+7
New +$126 ﹤0.01% 2616

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Orion Portfolio Solutions's PEI Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q3 2020, closing a stake of 7 shares.

Orion Portfolio Solutions first reported a position in PEI in Q2 2020 and held it in 1 quarter. The position peaked at $0 in Q2 2020. 86 funds tracked by Wall St. Rank hold PEI as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Pennsylvania Real Estate Investment Trust position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 7 Pennsylvania Real Estate Investment Trust shares in Q3 2020.
  • Orion Portfolio Solutions first reported a position in Pennsylvania Real Estate Investment Trust in Q2 2020 and held it in 1 quarter.
  • Orion Portfolio Solutions's Pennsylvania Real Estate Investment Trust position peaked at $0 in Q2 2020.
  • 86 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.