Emerald Mutual Fund Advisers Trust’s Peoples Bancorp PEBO Stock Holding History

Emerald Mutual Fund Advisers Trust’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
2016 Q1	–	Sell	-63,580	Closed	-$1.2M	–	274
2015 Q4	$1.2M	Sell	63,580 -118,908	-65%	-$2.4M	0.06%	180
2015 Q3	$3.79M	Buy	182,488 +37,700	+26%	+$825K	0.25%	121
2015 Q2	$3.38M	Buy	144,788 +10,000	+7%	+$235K	0.26%	110
2015 Q1	$3.21M	Buy	134,788 +19,300	+17%	+$462K	0.26%	107
2014 Q4	$3M	Hold	115,488	–	–	0.26%	105
2014 Q3	$2.74M	Buy	115,488 +21,177	+22%	+$516K	0.26%	109
2014 Q2	$2.5M	Buy	94,311 +13,048	+16%	+$329K	0.23%	114
2014 Q1	$2.01M	Buy	81,263 +38,139	+88%	+$889K	0.19%	120
2013 Q4	$976K	Buy	43,124 +27,122	+169%	+$605K	0.06%	176
2013 Q3	$334K	Sell	16,002 -1,600	-9%	-$34.8K	0.05%	188
2013 Q2	$337K	Buy	+17,602	New	+$328K	0.06%	173

Other funds holding PEBO

PBO

Peoples Bank (Ohio) Marietta, Ohio $163M AUM 18.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

PCA

PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return

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

JAM

Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's PEBO Position: Q1 2016 in Review

Emerald Mutual Fund Advisers Trust sold out of Peoples Bancorp (PEBO) in Q1 2016, closing a stake of 63,580 shares — an estimated $1.2M sold.

Emerald Mutual Fund Advisers Trust first reported a position in PEBO in Q2 2013 and held it in 11 quarters. The position peaked at $3.79M in Q3 2015. 88 funds tracked by Wall St. Rank hold PEBO as of Q1 2016.

Emerald Mutual Fund Advisers Trust reported no remaining Peoples Bancorp position as of Q1 2016 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 63,580 Peoples Bancorp shares in Q1 2016, an estimated $1.2M.
Emerald Mutual Fund Advisers Trust first reported a position in Peoples Bancorp in Q2 2013 and held it in 11 quarters.
Emerald Mutual Fund Advisers Trust's Peoples Bancorp position peaked at $3.79M in Q3 2015.
88 funds tracked by Wall St. Rank held Peoples Bancorp as of Q1 2016.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q1 2016, filed 28 Apr 2016.