WealthTrust Axiom’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

WealthTrust Axiom’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
2017 Q2	–	Sell	-730	Closed	-$165K	–	238
2017 Q1	$165K	Hold	730	–	–	0.06%	212
2016 Q4	$207K	Hold	730	–	–	0.08%	198
2016 Q3	$252K	Hold	730	–	–	0.09%	169
2016 Q2	$234K	Hold	730	–	–	0.09%	174
2016 Q1	$239K	Hold	730	–	–	0.09%	162
2015 Q4	$239K	Hold	730	–	–	0.09%	166
2015 Q3	$217K	Hold	730	–	–	0.09%	174
2015 Q2	$233K	Sell	730 -20	-3%	-$6.74K	0.09%	181
2015 Q1	$261K	Sell	750 -5	-0.7%	-$1.78K	0.09%	169
2014 Q4	$265K	Buy	755 +5	+0.7%	+$1.64K	0.09%	167
2014 Q3	$224K	Hold	750	–	–	0.08%	180
2014 Q2	$211K	Buy	750 +47	+7%	+$12.4K	0.07%	189
2014 Q1	$190K	Hold	703	–	–	0.07%	188
2013 Q4	$200K	Buy	+703	New	+$192K	0.08%	172

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

KRV Capital New York $255M AUM 18.27% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

WealthTrust Axiom's PEI Position: Q2 2017 in Review

WealthTrust Axiom sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q2 2017, closing a stake of 730 shares — an estimated $165K sold.

WealthTrust Axiom first reported a position in PEI in Q4 2013 and held it in 14 quarters. The position peaked at $265K in Q4 2014. 189 funds tracked by Wall St. Rank hold PEI as of Q2 2017.

WealthTrust Axiom reported no remaining Pennsylvania Real Estate Investment Trust position as of Q2 2017 after selling out during the quarter.
WealthTrust Axiom sold 730 Pennsylvania Real Estate Investment Trust shares in Q2 2017, an estimated $165K.
WealthTrust Axiom first reported a position in Pennsylvania Real Estate Investment Trust in Q4 2013 and held it in 14 quarters.
WealthTrust Axiom's Pennsylvania Real Estate Investment Trust position peaked at $265K in Q4 2014.
189 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q2 2017.

Based on WealthTrust Axiom's 13F filing for Q2 2017, filed 31 Jul 2017.