SIC
PEI

Salem Investment Counselors’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Salem Investment Counselors’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
Q3 		– Sell
-33
Closed -$6K – 715
2017
Q2 		$6K Buy
+33
New +$6.15K ﹤0.01% 513
2017
Q1 		– Sell
-33
Closed -$9K – 746
2016
Q4 		$9K Buy
+33
New +$9.86K ﹤0.01% 508

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
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PS
Presima Securities Montreal, Quebec, Canada $178M AUM 1.26% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Salem Investment Counselors's PEI Position: Q3 2017 in Review

Salem Investment Counselors sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q3 2017, closing a stake of 33 shares — an estimated $6K sold.

Salem Investment Counselors first reported a position in PEI in Q4 2016 and held it in 2 quarters. The position peaked at $9K in Q4 2016. 182 funds tracked by Wall St. Rank hold PEI as of Q3 2017.

  • Salem Investment Counselors reported no remaining Pennsylvania Real Estate Investment Trust position as of Q3 2017 after selling out during the quarter.
  • Salem Investment Counselors sold 33 Pennsylvania Real Estate Investment Trust shares in Q3 2017, an estimated $6K.
  • Salem Investment Counselors first reported a position in Pennsylvania Real Estate Investment Trust in Q4 2016 and held it in 2 quarters.
  • Salem Investment Counselors's Pennsylvania Real Estate Investment Trust position peaked at $9K in Q4 2016.
  • 182 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q3 2017.

Based on Salem Investment Counselors's 13F filing for Q3 2017, filed 16 Nov 2017.