SIAP
PEI

Sterling Investment Advisors (Pennsylvania)’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2020
Q1 		– Sell
-633
Closed -$50K – 467
2019
Q4 		$50K Hold
633
– – 0.02% 210
2019
Q3 		$54K Buy
+633
New +$53.7K 0.03% 200

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
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s PEI Position: Q1 2020 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q1 2020, closing a stake of 633 shares — an estimated $50K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in PEI in Q3 2019 and held it in 2 quarters. The position peaked at $54K in Q3 2019. 137 funds tracked by Wall St. Rank hold PEI as of Q1 2020.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Pennsylvania Real Estate Investment Trust position as of Q1 2020 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 633 Pennsylvania Real Estate Investment Trust shares in Q1 2020, an estimated $50K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Pennsylvania Real Estate Investment Trust in Q3 2019 and held it in 2 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Pennsylvania Real Estate Investment Trust position peaked at $54K in Q3 2019.
  • 137 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q1 2020.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q1 2020, filed 30 Apr 2020.