PFBT
PEI

Parkside Financial Bank & Trust’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Parkside Financial Bank & Trust’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
-7
Closed -$1K – 1767
2019
Q4 		$1K Hold
7
– – ﹤0.01% 1571
2019
Q3 		$1K Buy
+7
New +$593 ﹤0.01% 1549
2018
Q1 		– Sell
-6
Closed -$1K – 1604
2017
Q4 		$1K Buy
+6
New +$974 ﹤0.01% 1336
2017
Q3 		– Sell
-6
Closed -$1K – 1642
2017
Q2 		$1K Hold
6
– – ﹤0.01% 1373
2017
Q1 		$1K Buy
6
+3
+100% +$757 ﹤0.01% 1326
2016
Q4 		$1K Buy
+3
New +$896 ﹤0.01% 1337

Other funds holding PEI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.44B AUM 24.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Parkside Financial Bank & Trust's PEI Position: Q1 2020 in Review

Parkside Financial Bank & Trust sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q1 2020, closing a stake of 7 shares — an estimated $1K sold.

Parkside Financial Bank & Trust first reported a position in PEI in Q4 2016 and held it in 6 quarters. The position peaked at $1K in Q4 2019. 137 funds tracked by Wall St. Rank hold PEI as of Q1 2020.

  • Parkside Financial Bank & Trust reported no remaining Pennsylvania Real Estate Investment Trust position as of Q1 2020 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 7 Pennsylvania Real Estate Investment Trust shares in Q1 2020, an estimated $1K.
  • Parkside Financial Bank & Trust first reported a position in Pennsylvania Real Estate Investment Trust in Q4 2016 and held it in 6 quarters.
  • Parkside Financial Bank & Trust's Pennsylvania Real Estate Investment Trust position peaked at $1K in Q4 2019.
  • 137 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q1 2020.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2020, filed 5 May 2020.