Sutton Wealth Advisors’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Sutton Wealth Advisors’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 Q3	–	Sell	-156	Closed	-$15.2K	–	1236
2019 Q2	$15.2K	Hold	156	–	–	0.01%	660
2019 Q1	$14.7K	Buy	+156	New	+$15.4K	0.01%	677
2018 Q2	–	Sell	-96	Closed	-$13.8K	–	1175
2018 Q1	$13.8K	Hold	96	–	–	0.01%	699
2017 Q4	$17.1K	Buy	+96	New	+$15.6K	0.01%	604
2017 Q3	–	Sell	-94	Closed	-$15.9K	–	1118
2017 Q2	$15.9K	Buy	+94	New	+$17.5K	0.01%	608
2017 Q1	–	Sell	-67	Closed	-$19.1K	–	1089
2016 Q4	$19.1K	Buy	67 +55	+458%	+$16.4K	0.02%	511
2016 Q3	$4.24K	Buy	+12	New	+$4.29K	﹤0.01%	851

Other funds holding PEI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Presima Securities Montreal, Quebec, Canada $178M AUM 1.26% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Sutton Wealth Advisors's PEI Position: Q3 2019 in Review

Sutton Wealth Advisors sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q3 2019, closing a stake of 156 shares — an estimated $15.2K sold.

Sutton Wealth Advisors first reported a position in PEI in Q3 2016 and held it in 7 quarters. The position peaked at $19.1K in Q4 2016. 166 funds tracked by Wall St. Rank hold PEI as of Q3 2019.

Sutton Wealth Advisors reported no remaining Pennsylvania Real Estate Investment Trust position as of Q3 2019 after selling out during the quarter.
Sutton Wealth Advisors sold 156 Pennsylvania Real Estate Investment Trust shares in Q3 2019, an estimated $15.2K.
Sutton Wealth Advisors first reported a position in Pennsylvania Real Estate Investment Trust in Q3 2016 and held it in 7 quarters.
Sutton Wealth Advisors's Pennsylvania Real Estate Investment Trust position peaked at $19.1K in Q4 2016.
166 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q3 2019.

Based on Sutton Wealth Advisors's 13F filing for Q3 2019, filed 7 Nov 2023.