Personal Capital Advisors »

Phillips Edison & Co shares owned by Personal Capital Advisors

Quarter-by-quarter ownership of Phillips Edison & Co (PECO) shares owned by Personal Capital Advisors from 13F filings

Historical chart of Personal Capital Advisors investment in Phillips Edison & Co

Tip: Access up to 7 years of quarterly data

All positions including Phillips Edison & Co held by Personal Capital Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Phillips Edison & Co by Personal Capital Advisors

Quarter filed Position value Share count Share price at filing
2022-12-31 $382k 12k 31.84
2022-09-30 $278k 9.9k 28.08
2022-06-30 $354k 11k 33.39
2022-03-31 $418k 12k 34.35

More positions owned by Personal Capital Advisors

Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Ishares Tr Usd Inv Grde Etf (USIG)
Ishares Gold Tr Ishares New (IAU)
Schwab Strategic Tr Us Tips Etf (SCHP)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Personal Capital Advisors

Top funds holding Phillips Edison & Co

Vanguard Group
Wellington Management Company
Massachusetts Financial Services
Charles Schwab Investment Management
Norges Bank Investment Management
Legal & General Group
Bank of New York Mellon
Dimensional Fund Advisors
Jpmorgan Chase & Co
Ubs Global Asset Management Americas
Henderson Group
Holocene Advisors
Principal Financial Group
Citadel Advisors
Cambridge Investment Research Advisors

View all funds holding Phillips Edison & Co