GRP
PEBO icon

Global Retirement Partners’s Peoples Bancorp PEBO Stock Holding History

Global Retirement Partners’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
2017
Q4 		– Sell
-750
Closed -$25K – 1456
2017
Q3 		$25K Hold
750
– – 0.01% 592
2017
Q2 		$24K Hold
750
– – 0.01% 568
2017
Q1 		$24K Hold
750
– – 0.01% 522
2016
Q4 		$24K Buy
+750
New +$20.8K 0.02% 483

Other funds holding PEBO

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PBO
Peoples Bank (Ohio) Marietta, Ohio $163M AUM 18.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Global Retirement Partners's PEBO Position: Q4 2017 in Review

Global Retirement Partners sold out of Peoples Bancorp (PEBO) in Q4 2017, closing a stake of 750 shares — an estimated $25K sold.

Global Retirement Partners first reported a position in PEBO in Q4 2016 and held it in 4 quarters. The position peaked at $25K in Q3 2017. 115 funds tracked by Wall St. Rank hold PEBO as of Q4 2017.

  • Global Retirement Partners reported no remaining Peoples Bancorp position as of Q4 2017 after selling out during the quarter.
  • Global Retirement Partners sold 750 Peoples Bancorp shares in Q4 2017, an estimated $25K.
  • Global Retirement Partners first reported a position in Peoples Bancorp in Q4 2016 and held it in 4 quarters.
  • Global Retirement Partners's Peoples Bancorp position peaked at $25K in Q3 2017.
  • 115 funds tracked by Wall St. Rank held Peoples Bancorp as of Q4 2017.

Based on Global Retirement Partners's 13F filing for Q4 2017, filed 13 Aug 2018.