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Horizon Investments’s Pebblebrook Hotel Trust PEB Stock Holding History

Horizon Investments’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 		– Sell
-6,460
Closed -$235K – 279
2018
Q3 		$235K Hold
6,460
– – 0.01% 243
2018
Q2 		$251K Buy
+6,460
New +$243K 0.01% 221

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

Horizon Investments's PEB Position: Q4 2018 in Review

Horizon Investments sold out of Pebblebrook Hotel Trust (PEB) in Q4 2018, closing a stake of 6,460 shares — an estimated $235K sold.

Horizon Investments first reported a position in PEB in Q2 2018 and held it in 2 quarters. The position peaked at $251K in Q2 2018. 288 funds tracked by Wall St. Rank hold PEB as of Q4 2018.

  • Horizon Investments reported no remaining Pebblebrook Hotel Trust position as of Q4 2018 after selling out during the quarter.
  • Horizon Investments sold 6,460 Pebblebrook Hotel Trust shares in Q4 2018, an estimated $235K.
  • Horizon Investments first reported a position in Pebblebrook Hotel Trust in Q2 2018 and held it in 2 quarters.
  • Horizon Investments's Pebblebrook Hotel Trust position peaked at $251K in Q2 2018.
  • 288 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q4 2018.

Based on Horizon Investments's 13F filing for Q4 2018, filed 13 Feb 2019.