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First Personal Financial Services’s Pebblebrook Hotel Trust PEB Stock Holding History

First Personal Financial Services’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
Q3 		– Sell
-71
Closed -$3K – 688
2018
Q2 		$3K Sell
71
-390
-85% -$14.7K ﹤0.01% 623
2018
Q1 		$15K Sell
461
-99
-18% -$3.6K ﹤0.01% 694
2017
Q4 		$20K Buy
560
+176
+46% +$6.5K ﹤0.01% 646
2017
Q3 		$14K Buy
384
+8
+2% +$266 ﹤0.01% 648
2017
Q2 		$12K Sell
376
-100
-21% -$3.12K ﹤0.01% 681
2017
Q1 		$14K Buy
+476
New +$13.8K ﹤0.01% 639

Other funds holding PEB

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

First Personal Financial Services's PEB Position: Q3 2018 in Review

First Personal Financial Services sold out of Pebblebrook Hotel Trust (PEB) in Q3 2018, closing a stake of 71 shares — an estimated $3K sold.

First Personal Financial Services first reported a position in PEB in Q1 2017 and held it in 6 quarters. The position peaked at $20K in Q4 2017. 236 funds tracked by Wall St. Rank hold PEB as of Q3 2018.

  • First Personal Financial Services reported no remaining Pebblebrook Hotel Trust position as of Q3 2018 after selling out during the quarter.
  • First Personal Financial Services sold 71 Pebblebrook Hotel Trust shares in Q3 2018, an estimated $3K.
  • First Personal Financial Services first reported a position in Pebblebrook Hotel Trust in Q1 2017 and held it in 6 quarters.
  • First Personal Financial Services's Pebblebrook Hotel Trust position peaked at $20K in Q4 2017.
  • 236 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q3 2018.

Based on First Personal Financial Services's 13F filing for Q3 2018, filed 1 Nov 2018.