WBC
PEI

Westpac Banking Corp’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Westpac Banking Corp’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
Q1 		– Sell
-8,493
Closed -$757K – 838
2018
Q4 		$757K Sell
8,493
-254
-3% -$31.6K 0.01% 640
2018
Q3 		$1.24M Hold
8,747
– – 0.02% 503
2018
Q2 		$1.44M Sell
8,747
-8,016
-48% -$1.25M 0.03% 439
2018
Q1 		$2.43M Sell
16,763
-4,736
-22% -$755K 0.05% 370
2017
Q4 		$3.83M Sell
21,499
-2,444
-10% -$397K 0.09% 302
2017
Q3 		$3.77M Buy
23,943
+3,582
+18% +$589K 0.08% 319
2017
Q2 		$3.46M Buy
20,361
+5,230
+35% +$975K 0.08% 321
2017
Q1 		$3.44M Buy
15,131
+4,870
+47% +$1.23M 0.03% 475
2016
Q4 		$2.8M Sell
10,261
-2,746
-21% -$820K 0.03% 448
2016
Q3 		$4.49M Buy
+13,007
New +$4.65M 0.05% 360
2015
Q2 		– Sell
-5,455
Closed -$1.9M – 983
2015
Q1 		$1.9M Buy
+5,455
New +$1.94M 0.02% 513
2014
Q2 		– Sell
-2,534
Closed -$686K – 927
2014
Q1 		$686K Sell
2,534
-2,569
-50% -$715K 0.01% 643
2013
Q4 		$1.45M Sell
5,103
-2,113
-29% -$578K 0.02% 521
2013
Q3 		$2.02M Buy
7,216
+1,551
+27% +$452K 0.03% 444
2013
Q2 		$1.65M Buy
+5,665
New +$1.68M 0.03% 445

Other funds holding PEI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Westpac Banking Corp's PEI Position: Q1 2019 in Review

Westpac Banking Corp sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q1 2019, closing a stake of 8,493 shares — an estimated $757K sold.

Westpac Banking Corp first reported a position in PEI in Q2 2013 and held it in 15 quarters. The position peaked at $4.49M in Q3 2016. 177 funds tracked by Wall St. Rank hold PEI as of Q1 2019.

  • Westpac Banking Corp reported no remaining Pennsylvania Real Estate Investment Trust position as of Q1 2019 after selling out during the quarter.
  • Westpac Banking Corp sold 8,493 Pennsylvania Real Estate Investment Trust shares in Q1 2019, an estimated $757K.
  • Westpac Banking Corp first reported a position in Pennsylvania Real Estate Investment Trust in Q2 2013 and held it in 15 quarters.
  • Westpac Banking Corp's Pennsylvania Real Estate Investment Trust position peaked at $4.49M in Q3 2016.
  • 177 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q1 2019.

Based on Westpac Banking Corp's 13F filing for Q1 2019, filed 14 May 2019.