Partnervest Advisory Services’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Partnervest Advisory Services’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
2018 Q3	–	Sell	-933	Closed	-$154K	–	238
2018 Q2	$154K	Buy	+933	New	+$145K	0.07%	191
2014 Q3	–	Sell	-18	Closed	-$5K	–	1029
2014 Q2	$5K	Hold	18	–	–	﹤0.01%	855
2014 Q1	$5K	Hold	18	–	–	﹤0.01%	824
2013 Q4	$5K	Hold	18	–	–	﹤0.01%	792
2013 Q3	$5K	Hold	18	–	–	﹤0.01%	821
2013 Q2	$5K	Buy	+18	New	+$5.33K	﹤0.01%	756

Other funds holding PEI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACM

AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Presima Securities Montreal, Quebec, Canada $178M AUM 1.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Partnervest Advisory Services's PEI Position: Q3 2018 in Review

Partnervest Advisory Services sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q3 2018, closing a stake of 933 shares — an estimated $154K sold.

Partnervest Advisory Services first reported a position in PEI in Q2 2013 and held it in 6 quarters. The position peaked at $154K in Q2 2018. 190 funds tracked by Wall St. Rank hold PEI as of Q3 2018.

Partnervest Advisory Services reported no remaining Pennsylvania Real Estate Investment Trust position as of Q3 2018 after selling out during the quarter.
Partnervest Advisory Services sold 933 Pennsylvania Real Estate Investment Trust shares in Q3 2018, an estimated $154K.
Partnervest Advisory Services first reported a position in Pennsylvania Real Estate Investment Trust in Q2 2013 and held it in 6 quarters.
Partnervest Advisory Services's Pennsylvania Real Estate Investment Trust position peaked at $154K in Q2 2018.
190 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q3 2018.

Based on Partnervest Advisory Services's 13F filing for Q3 2018, filed 30 Oct 2018.