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Personal Capital Advisors’s Phillips Edison & Co PECO Stock Holding History

Personal Capital Advisors’s Portfolio PECO Stock Details PECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$382K Buy
11,990
+2,091
+21% +$64.3K ﹤0.01% 344
2022
Q3 		$278K Sell
9,899
-703
-7% -$23.1K ﹤0.01% 372
2022
Q2 		$354K Sell
10,602
-1,567
-13% -$53.2K ﹤0.01% 318
2022
Q1 		$418K Buy
+12,169
New +$399K ﹤0.01% 332

Other funds holding PECO

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Personal Capital Advisors's PECO Position: Q4 2022 in Review

Personal Capital Advisors increased its Phillips Edison & Co (PECO) stake by 21% in Q4 2022, buying an estimated $64.3K and bringing the position to 11,990 shares worth $382K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Personal Capital Advisors first reported a position in PECO in Q1 2022 and has held it in 4 quarters since. The position peaked at $418K in Q1 2022. 343 funds tracked by Wall St. Rank hold PECO as of Q4 2022.

  • Personal Capital Advisors held 11,990 shares of Phillips Edison & Co worth $382K as of Q4 2022.
  • Personal Capital Advisors bought 2,091 Phillips Edison & Co shares in Q4 2022, an estimated $64.3K.
  • Phillips Edison & Co made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #344 holding.
  • Personal Capital Advisors first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 4 quarters since.
  • Personal Capital Advisors's Phillips Edison & Co position peaked at $418K in Q1 2022.
  • 343 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.