WSTAM
PEI

Wilbanks Smith & Thomas Asset Management’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Wilbanks Smith & Thomas Asset Management’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 		– Sell
-11
Closed -$2K – 1588
2018
Q3 		$2K Buy
+11
New +$1.71K ﹤0.01% 1475

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
ACM
AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PS
Presima Securities Montreal, Quebec, Canada $178M AUM 1.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's PEI Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q4 2018, closing a stake of 11 shares — an estimated $2K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in PEI in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 199 funds tracked by Wall St. Rank hold PEI as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Pennsylvania Real Estate Investment Trust position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 11 Pennsylvania Real Estate Investment Trust shares in Q4 2018, an estimated $2K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Pennsylvania Real Estate Investment Trust in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Pennsylvania Real Estate Investment Trust position peaked at $2K in Q3 2018.
  • 199 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.