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Apriem Advisors’s Peoples Bancorp PEBO Stock Holding History

Apriem Advisors’s Portfolio PEBO Stock Details PEBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-120
Closed -$3K – 580
2015
Q2 		$3K Buy
+120
New +$2.82K ﹤0.01% 555

Other funds holding PEBO

PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return

Apriem Advisors's PEBO Position: Q3 2015 in Review

Apriem Advisors sold out of Peoples Bancorp (PEBO) in Q3 2015, closing a stake of 120 shares — an estimated $3K sold.

Apriem Advisors first reported a position in PEBO in Q2 2015 and held it in 1 quarter. The position peaked at $3K in Q2 2015. 88 funds tracked by Wall St. Rank hold PEBO as of Q3 2015.

  • Apriem Advisors reported no remaining Peoples Bancorp position as of Q3 2015 after selling out during the quarter.
  • Apriem Advisors sold 120 Peoples Bancorp shares in Q3 2015, an estimated $3K.
  • Apriem Advisors first reported a position in Peoples Bancorp in Q2 2015 and held it in 1 quarter.
  • Apriem Advisors's Peoples Bancorp position peaked at $3K in Q2 2015.
  • 88 funds tracked by Wall St. Rank held Peoples Bancorp as of Q3 2015.

Based on Apriem Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.