SPC
PEI

Sigma Planning Corp’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Sigma Planning Corp’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
Q3 		– Sell
-2,044
Closed -$337K – 1030
2018
Q2 		$337K Buy
+2,044
New +$319K 0.02% 597

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sigma Planning Corp's PEI Position: Q3 2018 in Review

Sigma Planning Corp sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q3 2018, closing a stake of 2,044 shares — an estimated $337K sold.

Sigma Planning Corp first reported a position in PEI in Q2 2018 and held it in 1 quarter. The position peaked at $337K in Q2 2018. 190 funds tracked by Wall St. Rank hold PEI as of Q3 2018.

  • Sigma Planning Corp reported no remaining Pennsylvania Real Estate Investment Trust position as of Q3 2018 after selling out during the quarter.
  • Sigma Planning Corp sold 2,044 Pennsylvania Real Estate Investment Trust shares in Q3 2018, an estimated $337K.
  • Sigma Planning Corp first reported a position in Pennsylvania Real Estate Investment Trust in Q2 2018 and held it in 1 quarter.
  • Sigma Planning Corp's Pennsylvania Real Estate Investment Trust position peaked at $337K in Q2 2018.
  • 190 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q3 2018.

Based on Sigma Planning Corp's 13F filing for Q3 2018, filed 7 Nov 2018.