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James Investment Research’s Pebblebrook Hotel Trust PEB Stock Holding History

James Investment Research’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
2017
Q4 		– Sell
-51,100
Closed -$1.85M – 830
2017
Q3 		$1.85M Buy
+51,100
New +$1.7M 0.06% 286

Other funds holding PEB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

James Investment Research's PEB Position: Q4 2017 in Review

James Investment Research sold out of Pebblebrook Hotel Trust (PEB) in Q4 2017, closing a stake of 51,100 shares — an estimated $1.85M sold.

James Investment Research first reported a position in PEB in Q3 2017 and held it in 1 quarter. The position peaked at $1.85M in Q3 2017. 219 funds tracked by Wall St. Rank hold PEB as of Q4 2017.

  • James Investment Research reported no remaining Pebblebrook Hotel Trust position as of Q4 2017 after selling out during the quarter.
  • James Investment Research sold 51,100 Pebblebrook Hotel Trust shares in Q4 2017, an estimated $1.85M.
  • James Investment Research first reported a position in Pebblebrook Hotel Trust in Q3 2017 and held it in 1 quarter.
  • James Investment Research's Pebblebrook Hotel Trust position peaked at $1.85M in Q3 2017.
  • 219 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q4 2017.

Based on James Investment Research's 13F filing for Q4 2017, filed 23 Jan 2018.