SPIA
PEI

Steward Partners Investment Advisory’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Steward Partners Investment Advisory’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
2019
Q4 		– Sell
-2
Closed – – 2878
2019
Q3 		$0 Hold
2
– – ﹤0.01% 2888
2019
Q2 		$0 Buy
+2
New +$194 ﹤0.01% 2757
2018
Q4 		– Sell
-2
Closed – – 2602
2018
Q3 		$0 Hold
2
– – ﹤0.01% 2818
2018
Q2 		$0 Sell
2
-3
-60% -$468 ﹤0.01% 2644
2018
Q1 		$0 Buy
+5
New +$797 ﹤0.01% 2431

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
PS
Presima Securities Montreal, Quebec, Canada $178M AUM 1.26% 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

Steward Partners Investment Advisory's PEI Position: Q4 2019 in Review

Steward Partners Investment Advisory sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q4 2019, closing a stake of 2 shares.

Steward Partners Investment Advisory first reported a position in PEI in Q1 2018 and held it in 5 quarters. The position peaked at $0 in Q3 2019. 161 funds tracked by Wall St. Rank hold PEI as of Q4 2019.

  • Steward Partners Investment Advisory reported no remaining Pennsylvania Real Estate Investment Trust position as of Q4 2019 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 2 Pennsylvania Real Estate Investment Trust shares in Q4 2019.
  • Steward Partners Investment Advisory first reported a position in Pennsylvania Real Estate Investment Trust in Q1 2018 and held it in 5 quarters.
  • Steward Partners Investment Advisory's Pennsylvania Real Estate Investment Trust position peaked at $0 in Q3 2019.
  • 161 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q4 2019.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2019, filed 17 Jan 2020.