RFCA
PEI

R&F Capital Advisors’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

R&F Capital Advisors’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
2017
Q1 		$345K Buy
1,521
+842
+124% +$213K 0.09% 364
2016
Q4 		$193K Buy
+679
New +$203K 0.07% 418

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
KC
KRV Capital New York $255M AUM 18.27% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

R&F Capital Advisors's PEI Position: Q1 2017 in Review

R&F Capital Advisors increased its Pennsylvania Real Estate Investment Trust (PEI) stake by 124% in Q1 2017, buying an estimated $213K and bringing the position to 1,521 shares worth $345K. The position accounts for 0.09% of the portfolio, ranked #364.

R&F Capital Advisors first reported a position in PEI in Q4 2016 and has held it in 2 quarters since. 202 funds tracked by Wall St. Rank hold PEI as of Q1 2017.

  • R&F Capital Advisors held 1,521 shares of Pennsylvania Real Estate Investment Trust worth $345K as of Q1 2017.
  • R&F Capital Advisors bought 842 Pennsylvania Real Estate Investment Trust shares in Q1 2017, an estimated $213K.
  • Pennsylvania Real Estate Investment Trust made up 0.09% of R&F Capital Advisors's portfolio in Q1 2017, its #364 holding.
  • R&F Capital Advisors first reported a position in Pennsylvania Real Estate Investment Trust in Q4 2016 and has held it in 2 quarters since.
  • 202 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.