Burt Wealth Advisors’s Pebblebrook Hotel Trust PEB Stock Holding History

Burt Wealth Advisors’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
2021 Q1	–	Sell	-62	Closed	-$1K	–	279
2020 Q4	$1K	Hold	62	–	–	﹤0.01%	373
2020 Q3	$1K	Hold	62	–	–	﹤0.01%	379
2020 Q2	$1K	Hold	62	–	–	﹤0.01%	386
2020 Q1	$1K	Buy	+62	New	+$1.26K	﹤0.01%	382

Other funds holding PEB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Burt Wealth Advisors's PEB Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Pebblebrook Hotel Trust (PEB) in Q1 2021, closing a stake of 62 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in PEB in Q1 2020 and held it in 4 quarters. The position peaked at $1K in Q4 2020. 226 funds tracked by Wall St. Rank hold PEB as of Q1 2021.

Burt Wealth Advisors reported no remaining Pebblebrook Hotel Trust position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 62 Pebblebrook Hotel Trust shares in Q1 2021, an estimated $1K.
Burt Wealth Advisors first reported a position in Pebblebrook Hotel Trust in Q1 2020 and held it in 4 quarters.
Burt Wealth Advisors's Pebblebrook Hotel Trust position peaked at $1K in Q4 2020.
226 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.