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

TCI 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
2018 Q4	–	Hold	0	–	–	–	1414
2018 Q2	–	Sell	-18	Closed	-$3K	–	1691
2018 Q1	$3K	Buy	+18	New	+$2.87K	﹤0.01%	920
2017 Q3	–	Hold	0	–	–	–	457
2017 Q2	–	Hold	0	–	–	–	264
2016 Q4	–	Hold	0	–	–	–	1334
2016 Q3	–	Hold	0	–	–	–	1341
2016 Q2	–	Hold	0	–	–	–	1273
2016 Q1	–	Hold	0	–	–	–	1286

Other funds holding PEI

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

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

ACM

AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TCI Wealth Advisors's PEI Position: Q4 2018 in Review

TCI Wealth Advisors held its Pennsylvania Real Estate Investment Trust (PEI) position steady in Q4 2018 at 0 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1414.

TCI Wealth Advisors first reported a position in PEI in Q1 2018 and has held it in 1 quarter since. The position peaked at $3K in Q1 2018. 199 funds tracked by Wall St. Rank hold PEI as of Q4 2018.

TCI Wealth Advisors held 0 shares of Pennsylvania Real Estate Investment Trust worth $1K as of Q4 2018.
TCI Wealth Advisors left its Pennsylvania Real Estate Investment Trust share count unchanged in Q4 2018.
Pennsylvania Real Estate Investment Trust made up ﹤0.01% of TCI Wealth Advisors's portfolio in Q4 2018, its #1414 holding.
TCI Wealth Advisors first reported a position in Pennsylvania Real Estate Investment Trust in Q1 2018 and has held it in 1 quarter since.
TCI Wealth Advisors's Pennsylvania Real Estate Investment Trust position peaked at $3K in Q1 2018.
199 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q4 2018.

Based on TCI Wealth Advisors's 13F filing for Q4 2018, filed 17 Jan 2019.