SWM
PEI

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

Stockman Wealth 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
2020
Q1 		– Sell
-667
Closed -$53K – 177
2019
Q4 		$53K Hold
667
– – 0.02% 170
2019
Q3 		$57K Hold
667
– – 0.02% 161
2019
Q2 		$65K Hold
667
– – 0.03% 153
2019
Q1 		$63K Hold
667
– – 0.03% 149
2018
Q4 		$59K Hold
667
– – 0.03% 148
2018
Q3 		$95K Buy
+667
New +$104K 0.04% 148

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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 $481B AUM 30.42% 1-Year Est. Return

Stockman Wealth Management's PEI Position: Q1 2020 in Review

Stockman Wealth Management sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q1 2020, closing a stake of 667 shares — an estimated $53K sold.

Stockman Wealth Management first reported a position in PEI in Q3 2018 and held it in 6 quarters. The position peaked at $95K in Q3 2018. 137 funds tracked by Wall St. Rank hold PEI as of Q1 2020.

  • Stockman Wealth Management reported no remaining Pennsylvania Real Estate Investment Trust position as of Q1 2020 after selling out during the quarter.
  • Stockman Wealth Management sold 667 Pennsylvania Real Estate Investment Trust shares in Q1 2020, an estimated $53K.
  • Stockman Wealth Management first reported a position in Pennsylvania Real Estate Investment Trust in Q3 2018 and held it in 6 quarters.
  • Stockman Wealth Management's Pennsylvania Real Estate Investment Trust position peaked at $95K in Q3 2018.
  • 137 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q1 2020.

Based on Stockman Wealth Management's 13F filing for Q1 2020, filed 6 May 2020.