PCP
PEI

Proficio Capital Partners’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Proficio Capital Partners’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
2019
Q3 		– Sell
-90
Closed -$9K – 1956
2019
Q2 		$9K Buy
90
+23
+34% +$2.24K ﹤0.01% 1008
2019
Q1 		$6K Buy
+67
New +$6.63K ﹤0.01% 1088

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
PS
Presima Securities Montreal, Quebec, Canada $178M AUM 1.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Proficio Capital Partners's PEI Position: Q3 2019 in Review

Proficio Capital Partners sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q3 2019, closing a stake of 90 shares — an estimated $9K sold.

Proficio Capital Partners first reported a position in PEI in Q1 2019 and held it in 2 quarters. The position peaked at $9K in Q2 2019. 166 funds tracked by Wall St. Rank hold PEI as of Q3 2019.

  • Proficio Capital Partners reported no remaining Pennsylvania Real Estate Investment Trust position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 90 Pennsylvania Real Estate Investment Trust shares in Q3 2019, an estimated $9K.
  • Proficio Capital Partners first reported a position in Pennsylvania Real Estate Investment Trust in Q1 2019 and held it in 2 quarters.
  • Proficio Capital Partners's Pennsylvania Real Estate Investment Trust position peaked at $9K in Q2 2019.
  • 166 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.