SIM
PEI

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

Sonora Investment 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
2015
Q4 		– Sell
-16
Closed -$5K – 1326
2015
Q3 		$5K Buy
+16
New +$5.02K ﹤0.01% 774

Other funds holding PEI

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sonora Investment Management's PEI Position: Q4 2015 in Review

Sonora Investment Management sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q4 2015, closing a stake of 16 shares — an estimated $5K sold.

Sonora Investment Management first reported a position in PEI in Q3 2015 and held it in 1 quarter. The position peaked at $5K in Q3 2015. 171 funds tracked by Wall St. Rank hold PEI as of Q4 2015.

  • Sonora Investment Management reported no remaining Pennsylvania Real Estate Investment Trust position as of Q4 2015 after selling out during the quarter.
  • Sonora Investment Management sold 16 Pennsylvania Real Estate Investment Trust shares in Q4 2015, an estimated $5K.
  • Sonora Investment Management first reported a position in Pennsylvania Real Estate Investment Trust in Q3 2015 and held it in 1 quarter.
  • Sonora Investment Management's Pennsylvania Real Estate Investment Trust position peaked at $5K in Q3 2015.
  • 171 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q4 2015.

Based on Sonora Investment Management's 13F filing for Q4 2015, filed 10 Mar 2016.