Envestnet Asset Management
PEBO icon

Envestnet Asset Management’s Peoples Bancorp PEBO Stock Holding History

Envestnet Asset Management’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
-21
Closed -$1K – 2301
2014
Q4 		$1K Hold
21
– – ﹤0.01% 2411
2014
Q3 		$0 Buy
21
+19
+950% +$463 ﹤0.01% 2833
2014
Q2 		$0 Buy
+2
New +$50 ﹤0.01% 2777

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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

Envestnet Asset Management's PEBO Position: Q1 2015 in Review

Envestnet Asset Management sold out of Peoples Bancorp (PEBO) in Q1 2015, closing a stake of 21 shares — an estimated $1K sold.

Envestnet Asset Management first reported a position in PEBO in Q2 2014 and held it in 3 quarters. The position peaked at $1K in Q4 2014. 88 funds tracked by Wall St. Rank hold PEBO as of Q1 2015.

  • Envestnet Asset Management reported no remaining Peoples Bancorp position as of Q1 2015 after selling out during the quarter.
  • Envestnet Asset Management sold 21 Peoples Bancorp shares in Q1 2015, an estimated $1K.
  • Envestnet Asset Management first reported a position in Peoples Bancorp in Q2 2014 and held it in 3 quarters.
  • Envestnet Asset Management's Peoples Bancorp position peaked at $1K in Q4 2014.
  • 88 funds tracked by Wall St. Rank held Peoples Bancorp as of Q1 2015.

Based on Envestnet Asset Management's 13F filing for Q1 2015, filed 15 May 2015.