PCM
PEI

Prelude Capital Management’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Prelude Capital Management’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
-678
Closed -$14K – 2639
2020
Q2 		$14K Buy
+678
New +$12.2K ﹤0.01% 1502
2017
Q3 		– Sell
-2,733
Closed -$464K – 2126
2017
Q2 		$464K Buy
+2,733
New +$510K 0.04% 345
2017
Q1 		– Sell
-3,035
Closed -$863K – 2001
2016
Q4 		$863K Buy
3,035
+1,404
+86% +$419K 0.1% 232
2016
Q3 		$563K Buy
1,631
+298
+22% +$107K 0.06% 289
2016
Q2 		$429K Buy
+1,333
New +$441K 0.06% 309
2015
Q3 		– Sell
-2,056
Closed -$658K – 2098
2015
Q2 		$658K Sell
2,056
-815
-28% -$275K 0.09% 249
2015
Q1 		$1M Sell
2,871
-1,346
-32% -$479K 0.14% 185
2014
Q4 		$1.48M Sell
4,217
-2,800
-40% -$918K 0.22% 98
2014
Q3 		$2.1M Buy
7,017
+1,653
+31% +$488K 0.3% 59
2014
Q2 		$1.51M Buy
5,364
+3,937
+276% +$1.04M 0.2% 105
2014
Q1 		$386K Buy
1,427
+1,300
+1,024% +$362K 0.05% 503
2013
Q4 		$36K Buy
+127
New +$34.8K 0.01% 1197

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

Prelude Capital Management's PEI Position: Q3 2020 in Review

Prelude Capital Management sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q3 2020, closing a stake of 678 shares — an estimated $14K sold.

Prelude Capital Management first reported a position in PEI in Q4 2013 and held it in 12 quarters. The position peaked at $2.1M in Q3 2014. 86 funds tracked by Wall St. Rank hold PEI as of Q3 2020.

  • Prelude Capital Management reported no remaining Pennsylvania Real Estate Investment Trust position as of Q3 2020 after selling out during the quarter.
  • Prelude Capital Management sold 678 Pennsylvania Real Estate Investment Trust shares in Q3 2020, an estimated $14K.
  • Prelude Capital Management first reported a position in Pennsylvania Real Estate Investment Trust in Q4 2013 and held it in 12 quarters.
  • Prelude Capital Management's Pennsylvania Real Estate Investment Trust position peaked at $2.1M in Q3 2014.
  • 86 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q3 2020.

Based on Prelude Capital Management's 13F filing for Q3 2020, filed 16 Nov 2020.