YMRC
PEI

Yorktown Management & Research Company’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Yorktown Management & Research Company’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
-580
Closed -$200K – 419
2016
Q3 		$200K Buy
+580
New +$207K 0.04% 278

Other funds holding PEI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Fidelity Investments
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
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

Yorktown Management & Research Company's PEI Position: Q4 2016 in Review

Yorktown Management & Research Company sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q4 2016, closing a stake of 580 shares — an estimated $200K sold.

Yorktown Management & Research Company first reported a position in PEI in Q3 2016 and held it in 1 quarter. The position peaked at $200K in Q3 2016. 208 funds tracked by Wall St. Rank hold PEI as of Q4 2016.

  • Yorktown Management & Research Company reported no remaining Pennsylvania Real Estate Investment Trust position as of Q4 2016 after selling out during the quarter.
  • Yorktown Management & Research Company sold 580 Pennsylvania Real Estate Investment Trust shares in Q4 2016, an estimated $200K.
  • Yorktown Management & Research Company first reported a position in Pennsylvania Real Estate Investment Trust in Q3 2016 and held it in 1 quarter.
  • Yorktown Management & Research Company's Pennsylvania Real Estate Investment Trust position peaked at $200K in Q3 2016.
  • 208 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q4 2016.

Based on Yorktown Management & Research Company's 13F filing for Q4 2016, filed 10 Feb 2017.