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Center for Financial Planning’s Pebblebrook Hotel Trust PEB Stock Holding History

Center for Financial Planning’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
-197
Closed -$5K – 594
2019
Q4 		$5K Buy
+197
New +$5.19K ﹤0.01% 373

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Silvercrest Asset Management
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Center for Financial Planning's PEB Position: Q1 2020 in Review

Center for Financial Planning sold out of Pebblebrook Hotel Trust (PEB) in Q1 2020, closing a stake of 197 shares — an estimated $5K sold.

Center for Financial Planning first reported a position in PEB in Q4 2019 and held it in 1 quarter. The position peaked at $5K in Q4 2019. 232 funds tracked by Wall St. Rank hold PEB as of Q1 2020.

  • Center for Financial Planning reported no remaining Pebblebrook Hotel Trust position as of Q1 2020 after selling out during the quarter.
  • Center for Financial Planning sold 197 Pebblebrook Hotel Trust shares in Q1 2020, an estimated $5K.
  • Center for Financial Planning first reported a position in Pebblebrook Hotel Trust in Q4 2019 and held it in 1 quarter.
  • Center for Financial Planning's Pebblebrook Hotel Trust position peaked at $5K in Q4 2019.
  • 232 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q1 2020.

Based on Center for Financial Planning's 13F filing for Q1 2020, filed 11 May 2020.