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Financial Gravity Companies’s Pebblebrook Hotel Trust PEB Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$9K Buy
+273
New +$9.06K 0.01% 615
2018
Q1 		$1K Sell
20
-191
-91% -$6.94K ﹤0.01% 1218
2017
Q4 		$8K Buy
+211
New +$7.8K 0.01% 608

Other funds holding PEB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Financial Gravity Companies's PEB Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Pebblebrook Hotel Trust (PEB) in Q4 2018: 273 shares worth $9K. The stake represents 0.01% of the portfolio and ranks #615 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in PEB as recently as Q1 2018.

Financial Gravity Companies first reported a position in PEB in Q4 2017 and has held it in 3 quarters since. 288 funds tracked by Wall St. Rank hold PEB as of Q4 2018.

  • Financial Gravity Companies held 273 shares of Pebblebrook Hotel Trust worth $9K as of Q4 2018.
  • Pebblebrook Hotel Trust was a new Financial Gravity Companies position in Q4 2018.
  • Pebblebrook Hotel Trust made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #615 holding.
  • Financial Gravity Companies first reported a position in Pebblebrook Hotel Trust in Q4 2017 and has held it in 3 quarters since.
  • 288 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.