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Bartlett & Co Wealth Management’s Pebblebrook Hotel Trust PEB Stock Holding History

Bartlett & Co Wealth Management’s Portfolio PEB Stock Details PEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-920
Closed -$24.7K – 891
2019
Q4 		$24.7K Hold
920
– – ﹤0.01% 633
2019
Q3 		$25.6K Buy
+920
New +$25.2K ﹤0.01% 623

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State Street
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Blackstone Inc
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Goldman Sachs
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SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Bartlett & Co Wealth Management's PEB Position: Q1 2020 in Review

Bartlett & Co Wealth Management sold out of Pebblebrook Hotel Trust (PEB) in Q1 2020, closing a stake of 920 shares — an estimated $24.7K sold.

Bartlett & Co Wealth Management first reported a position in PEB in Q3 2019 and held it in 2 quarters. The position peaked at $25.6K in Q3 2019. 232 funds tracked by Wall St. Rank hold PEB as of Q1 2020.

  • Bartlett & Co Wealth Management reported no remaining Pebblebrook Hotel Trust position as of Q1 2020 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 920 Pebblebrook Hotel Trust shares in Q1 2020, an estimated $24.7K.
  • Bartlett & Co Wealth Management first reported a position in Pebblebrook Hotel Trust in Q3 2019 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's Pebblebrook Hotel Trust position peaked at $25.6K in Q3 2019.
  • 232 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q1 2020.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2020, filed 13 Feb 2024.