Zurich Cantonal Bank
PEI

Zurich Cantonal Bank’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Zurich Cantonal Bank’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
2020
Q2 		– Sell
-255
Closed -$3K – 2678
2020
Q1 		$3K Hold
255
– – ﹤0.01% 2582
2019
Q4 		$20K Hold
255
– – ﹤0.01% 2507
2019
Q3 		$22K Sell
255
-916
-78% -$77.6K ﹤0.01% 2442
2019
Q2 		$114K Hold
1,171
– – ﹤0.01% 1546
2019
Q1 		$110K Hold
1,171
– – ﹤0.01% 1527
2018
Q4 		$104K Hold
1,171
– – ﹤0.01% 1590
2018
Q3 		$166K Hold
1,171
– – ﹤0.01% 1421
2018
Q2 		$193K Buy
1,171
+752
+179% +$117K ﹤0.01% 1259
2018
Q1 		$61K Buy
419
+58
+16% +$9.24K ﹤0.01% 1936
2017
Q4 		$64K Buy
361
+46
+15% +$7.47K ﹤0.01% 1869
2017
Q3 		$50K Buy
315
+55
+21% +$9.04K ﹤0.01% 1811
2017
Q2 		$44K Sell
260
-22
-8% -$4.1K ﹤0.01% 1849
2017
Q1 		$64K Buy
282
+46
+19% +$11.6K ﹤0.01% 1621
2016
Q4 		$67K Sell
236
-18
-7% -$5.38K ﹤0.01% 1546
2016
Q3 		$88K Buy
254
+38
+18% +$13.6K ﹤0.01% 1342
2016
Q2 		$69K Buy
216
+8
+4% +$2.65K ﹤0.01% 1348
2016
Q1 		$68K Hold
208
– – ﹤0.01% 1315
2015
Q4 		$68K Buy
208
+95
+84% +$30.6K ﹤0.01% 1290
2015
Q3 		$34K Buy
113
+46
+69% +$14.4K ﹤0.01% 1318
2015
Q2 		$22K Sell
67
-9
-12% -$3.03K ﹤0.01% 1090
2015
Q1 		$27K Buy
76
+20
+36% +$7.11K ﹤0.01% 1046
2014
Q4 		$20K Buy
56
+8
+17% +$2.62K ﹤0.01% 918
2014
Q3 		$14K Hold
48
– – ﹤0.01% 922
2014
Q2 		$14K Buy
48
+11
+30% +$2.91K ﹤0.01% 973
2014
Q1 		$10K Hold
37
– – ﹤0.01% 946
2013
Q4 		$11K Buy
37
+20
+118% +$5.47K ﹤0.01% 932
2013
Q3 		$5K Hold
17
– – ﹤0.01% 949
2013
Q2 		$5K Buy
+17
New +$5.04K ﹤0.01% 954

Other funds holding PEI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zurich Cantonal Bank's PEI Position: Q2 2020 in Review

Zurich Cantonal Bank sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q2 2020, closing a stake of 255 shares — an estimated $3K sold.

Zurich Cantonal Bank first reported a position in PEI in Q2 2013 and held it in 28 quarters. The position peaked at $193K in Q2 2018. 124 funds tracked by Wall St. Rank hold PEI as of Q2 2020.

  • Zurich Cantonal Bank reported no remaining Pennsylvania Real Estate Investment Trust position as of Q2 2020 after selling out during the quarter.
  • Zurich Cantonal Bank sold 255 Pennsylvania Real Estate Investment Trust shares in Q2 2020, an estimated $3K.
  • Zurich Cantonal Bank first reported a position in Pennsylvania Real Estate Investment Trust in Q2 2013 and held it in 28 quarters.
  • Zurich Cantonal Bank's Pennsylvania Real Estate Investment Trust position peaked at $193K in Q2 2018.
  • 124 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q2 2020.

Based on Zurich Cantonal Bank's 13F filing for Q2 2020, filed 28 Jul 2020.