Stifel Financial
PEI

Stifel Financial’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Stifel Financial’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
Q2 		– Sell
-695
Closed -$66K – 3128
2019
Q1 		$66K Sell
695
-2,552
-79% -$252K ﹤0.01% 2724
2018
Q4 		$288K Sell
3,247
-111
-3% -$13.8K ﹤0.01% 2257
2018
Q3 		$480K Buy
3,358
+155
+5% +$24.1K ﹤0.01% 2110
2018
Q2 		$534K Buy
3,203
+2,520
+369% +$393K ﹤0.01% 2001
2018
Q1 		$100K Buy
+683
New +$109K ﹤0.01% 2569

Other funds holding PEI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
PS
Presima Securities Montreal, Quebec, Canada $178M AUM 1.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stifel Financial's PEI Position: Q2 2019 in Review

Stifel Financial sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q2 2019, closing a stake of 695 shares — an estimated $66K sold.

Stifel Financial first reported a position in PEI in Q1 2018 and held it in 5 quarters. The position peaked at $534K in Q2 2018. 176 funds tracked by Wall St. Rank hold PEI as of Q2 2019.

  • Stifel Financial reported no remaining Pennsylvania Real Estate Investment Trust position as of Q2 2019 after selling out during the quarter.
  • Stifel Financial sold 695 Pennsylvania Real Estate Investment Trust shares in Q2 2019, an estimated $66K.
  • Stifel Financial first reported a position in Pennsylvania Real Estate Investment Trust in Q1 2018 and held it in 5 quarters.
  • Stifel Financial's Pennsylvania Real Estate Investment Trust position peaked at $534K in Q2 2018.
  • 176 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q2 2019.

Based on Stifel Financial's 13F filing for Q2 2019, filed 14 Aug 2019.