HGWM
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Harvest Group Wealth Management’s Pebblebrook Hotel Trust PEB Stock Holding History

Harvest Group Wealth Management’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
2020
Q1 		– Sell
-91
Closed -$2K – 873
2019
Q4 		$2K Sell
91
-121
-57% -$3.19K ﹤0.01% 654
2019
Q3 		$6K Buy
+212
New +$5.82K 0.01% 371

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LPC
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
Fuller & Thaler Asset Management
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Harvest Group Wealth Management's PEB Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Pebblebrook Hotel Trust (PEB) in Q1 2020, closing a stake of 91 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in PEB in Q3 2019 and held it in 2 quarters. The position peaked at $6K in Q3 2019. 232 funds tracked by Wall St. Rank hold PEB as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Pebblebrook Hotel Trust position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 91 Pebblebrook Hotel Trust shares in Q1 2020, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in Pebblebrook Hotel Trust in Q3 2019 and held it in 2 quarters.
  • Harvest Group Wealth Management's Pebblebrook Hotel Trust position peaked at $6K in Q3 2019.
  • 232 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.