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Howe & Rusling’s Peoples Bancorp PEBO Stock Holding History

Howe & Rusling’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
2018
Q2 		– Sell
-115
Closed -$4K – 902
2018
Q1 		$4K Hold
115
– – ﹤0.01% 653
2017
Q4 		$4K Hold
115
– – ﹤0.01% 599
2017
Q3 		$4K Hold
115
– – ﹤0.01% 624
2017
Q2 		$4K Hold
115
– – ﹤0.01% 679
2017
Q1 		$4K Sell
115
-15
-12% -$479 ﹤0.01% 712
2016
Q4 		$4K Hold
130
– – ﹤0.01% 726
2016
Q3 		$3K Hold
130
– – ﹤0.01% 778
2016
Q2 		$3K Hold
130
– – ﹤0.01% 750
2016
Q1 		$3K Sell
130
-15
-10% -$273 ﹤0.01% 787
2015
Q4 		$3K Buy
145
+35
+32% +$706 ﹤0.01% 746
2015
Q3 		$2K Hold
110
– – ﹤0.01% 837
2015
Q2 		$3K Buy
+110
New +$2.59K ﹤0.01% 787

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Howe & Rusling's PEBO Position: Q2 2018 in Review

Howe & Rusling sold out of Peoples Bancorp (PEBO) in Q2 2018, closing a stake of 115 shares — an estimated $4K sold.

Howe & Rusling first reported a position in PEBO in Q2 2015 and held it in 12 quarters. The position peaked at $4K in Q1 2018. 125 funds tracked by Wall St. Rank hold PEBO as of Q2 2018.

  • Howe & Rusling reported no remaining Peoples Bancorp position as of Q2 2018 after selling out during the quarter.
  • Howe & Rusling sold 115 Peoples Bancorp shares in Q2 2018, an estimated $4K.
  • Howe & Rusling first reported a position in Peoples Bancorp in Q2 2015 and held it in 12 quarters.
  • Howe & Rusling's Peoples Bancorp position peaked at $4K in Q1 2018.
  • 125 funds tracked by Wall St. Rank held Peoples Bancorp as of Q2 2018.

Based on Howe & Rusling's 13F filing for Q2 2018, filed 31 Jul 2018.