CFD
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Creative Financial Designs’s Peoples Bancorp PEBO Stock Holding History

Creative Financial Designs’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
2017
Q4 		– Sell
-717
Closed -$24K – 757
2017
Q3 		$24K Hold
717
– – 0.01% 305
2017
Q2 		$23K Hold
717
– – 0.01% 307
2017
Q1 		$23K Hold
717
– – 0.02% 304
2016
Q4 		$23K Buy
+717
New +$19.8K 0.02% 301

Other funds holding PEBO

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PBO
Peoples Bank (Ohio) Marietta, Ohio $163M AUM 18.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Creative Financial Designs's PEBO Position: Q4 2017 in Review

Creative Financial Designs sold out of Peoples Bancorp (PEBO) in Q4 2017, closing a stake of 717 shares — an estimated $24K sold.

Creative Financial Designs first reported a position in PEBO in Q4 2016 and held it in 4 quarters. The position peaked at $24K in Q3 2017. 115 funds tracked by Wall St. Rank hold PEBO as of Q4 2017.

  • Creative Financial Designs reported no remaining Peoples Bancorp position as of Q4 2017 after selling out during the quarter.
  • Creative Financial Designs sold 717 Peoples Bancorp shares in Q4 2017, an estimated $24K.
  • Creative Financial Designs first reported a position in Peoples Bancorp in Q4 2016 and held it in 4 quarters.
  • Creative Financial Designs's Peoples Bancorp position peaked at $24K in Q3 2017.
  • 115 funds tracked by Wall St. Rank held Peoples Bancorp as of Q4 2017.

Based on Creative Financial Designs's 13F filing for Q4 2017, filed 2 May 2018.