Icon Wealth Partners’s Pebblebrook Hotel Trust PEB Stock Holding History

Icon Wealth Partners’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
2019 Q2	–	Sell	-74	Closed	-$2K	–	598
2019 Q1	$2K	Buy	+74	New	+$2.33K	﹤0.01%	838
2018 Q3	–	Sell	-374	Closed	-$15K	–	599
2018 Q2	$15K	Buy	+374	New	+$14.1K	0.01%	637
2018 Q1	–	Sell	-838	Closed	-$31K	–	598
2017 Q4	$31K	Buy	+838	New	+$31K	0.02%	521

Other funds holding PEB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HRES

Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return

Icon Wealth Partners's PEB Position: Q2 2019 in Review

Icon Wealth Partners sold out of Pebblebrook Hotel Trust (PEB) in Q2 2019, closing a stake of 74 shares — an estimated $2K sold.

Icon Wealth Partners first reported a position in PEB in Q4 2017 and held it in 3 quarters. The position peaked at $31K in Q4 2017. 262 funds tracked by Wall St. Rank hold PEB as of Q2 2019.

Icon Wealth Partners reported no remaining Pebblebrook Hotel Trust position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 74 Pebblebrook Hotel Trust shares in Q2 2019, an estimated $2K.
Icon Wealth Partners first reported a position in Pebblebrook Hotel Trust in Q4 2017 and held it in 3 quarters.
Icon Wealth Partners's Pebblebrook Hotel Trust position peaked at $31K in Q4 2017.
262 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.