SBIA
PEI

Sheaff Brock Investment Advisors’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Sheaff Brock Investment 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 		– Sell
-1,813
Closed -$516K – 665
2016
Q4 		$516K Hold
1,813
– – 0.07% 279
2016
Q3 		$626K Hold
1,813
– – 0.08% 236
2016
Q2 		$583K Hold
1,813
– – 0.07% 254
2016
Q1 		$594K Hold
1,813
– – 0.07% 259
2015
Q4 		$595K Buy
+1,813
New +$584K 0.07% 281

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 $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Sheaff Brock Investment Advisors's PEI Position: Q1 2017 in Review

Sheaff Brock Investment Advisors sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q1 2017, closing a stake of 1,813 shares — an estimated $516K sold.

Sheaff Brock Investment Advisors first reported a position in PEI in Q4 2015 and held it in 5 quarters. The position peaked at $626K in Q3 2016. 202 funds tracked by Wall St. Rank hold PEI as of Q1 2017.

  • Sheaff Brock Investment Advisors reported no remaining Pennsylvania Real Estate Investment Trust position as of Q1 2017 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 1,813 Pennsylvania Real Estate Investment Trust shares in Q1 2017, an estimated $516K.
  • Sheaff Brock Investment Advisors first reported a position in Pennsylvania Real Estate Investment Trust in Q4 2015 and held it in 5 quarters.
  • Sheaff Brock Investment Advisors's Pennsylvania Real Estate Investment Trust position peaked at $626K in Q3 2016.
  • 202 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q1 2017.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2017, filed 2 May 2017.