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Croft-Leominster’s Peoples Bancorp PEBO Stock Holding History

Croft-Leominster’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
Q1 		– Sell
-10,200
Closed -$264K – 195
2014
Q4 		$264K Hold
10,200
– – 0.05% 144
2014
Q3 		$242K Buy
+10,200
New +$249K 0.04% 149

Other funds holding PEBO

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return

Croft-Leominster's PEBO Position: Q1 2015 in Review

Croft-Leominster sold out of Peoples Bancorp (PEBO) in Q1 2015, closing a stake of 10,200 shares — an estimated $264K sold.

Croft-Leominster first reported a position in PEBO in Q3 2014 and held it in 2 quarters. The position peaked at $264K in Q4 2014. 88 funds tracked by Wall St. Rank hold PEBO as of Q1 2015.

  • Croft-Leominster reported no remaining Peoples Bancorp position as of Q1 2015 after selling out during the quarter.
  • Croft-Leominster sold 10,200 Peoples Bancorp shares in Q1 2015, an estimated $264K.
  • Croft-Leominster first reported a position in Peoples Bancorp in Q3 2014 and held it in 2 quarters.
  • Croft-Leominster's Peoples Bancorp position peaked at $264K in Q4 2014.
  • 88 funds tracked by Wall St. Rank held Peoples Bancorp as of Q1 2015.

Based on Croft-Leominster's 13F filing for Q1 2015, filed 14 May 2015.