SWM
PEI

SeaCrest Wealth Management’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

SeaCrest Wealth 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
2018
Q4 		– Sell
-96
Closed -$14K – 2427
2018
Q3 		$14K Hold
96
– – ﹤0.01% 1530
2018
Q2 		$16K Hold
96
– – ﹤0.01% 1451
2018
Q1 		$14K Sell
96
-42
-30% -$6.7K ﹤0.01% 1481
2017
Q4 		$25K Buy
+138
New +$22.4K ﹤0.01% 1261

Other funds holding PEI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PS
Presima Securities Montreal, Quebec, Canada $178M AUM 1.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SeaCrest Wealth Management's PEI Position: Q4 2018 in Review

SeaCrest Wealth Management sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q4 2018, closing a stake of 96 shares — an estimated $14K sold.

SeaCrest Wealth Management first reported a position in PEI in Q4 2017 and held it in 4 quarters. The position peaked at $25K in Q4 2017. 199 funds tracked by Wall St. Rank hold PEI as of Q4 2018.

  • SeaCrest Wealth Management reported no remaining Pennsylvania Real Estate Investment Trust position as of Q4 2018 after selling out during the quarter.
  • SeaCrest Wealth Management sold 96 Pennsylvania Real Estate Investment Trust shares in Q4 2018, an estimated $14K.
  • SeaCrest Wealth Management first reported a position in Pennsylvania Real Estate Investment Trust in Q4 2017 and held it in 4 quarters.
  • SeaCrest Wealth Management's Pennsylvania Real Estate Investment Trust position peaked at $25K in Q4 2017.
  • 199 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q4 2018.

Based on SeaCrest Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.