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

WFG 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
2016 Q4	–	Sell	-152	Closed	-$53K	–	1854
2016 Q3	$53K	Hold	152	–	–	0.01%	694
2016 Q2	$49K	Hold	152	–	–	0.01%	691
2016 Q1	$50K	Hold	152	–	–	0.01%	664
2015 Q4	$50K	Hold	152	–	–	0.01%	663
2015 Q3	$45K	Hold	152	–	–	0.01%	684
2015 Q2	$49K	Hold	152	–	–	0.01%	739
2015 Q1	$53K	Hold	152	–	–	0.01%	717
2014 Q4	$54K	Sell	152 -4,747	-97%	-$1.56M	0.01%	862
2014 Q3	$1.47M	Sell	4,899 -10	-0.2%	-$2.95K	0.28%	74
2014 Q2	$1.39M	Buy	+4,909	New	+$1.3M	0.26%	85
2013 Q3	–	Sell	-219	Closed	-$62K	–	2372
2013 Q2	$62K	Buy	+219	New	+$64.9K	0.01%	812

Other funds holding PEI

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

WFG Advisors's PEI Position: Q4 2016 in Review

WFG Advisors sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q4 2016, closing a stake of 152 shares — an estimated $53K sold.

WFG Advisors first reported a position in PEI in Q2 2013 and held it in 11 quarters. The position peaked at $1.47M in Q3 2014. 208 funds tracked by Wall St. Rank hold PEI as of Q4 2016.

WFG Advisors reported no remaining Pennsylvania Real Estate Investment Trust position as of Q4 2016 after selling out during the quarter.
WFG Advisors sold 152 Pennsylvania Real Estate Investment Trust shares in Q4 2016, an estimated $53K.
WFG Advisors first reported a position in Pennsylvania Real Estate Investment Trust in Q2 2013 and held it in 11 quarters.
WFG Advisors's Pennsylvania Real Estate Investment Trust position peaked at $1.47M in Q3 2014.
208 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.