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James Investment Research’s Peoples Bancorp PEBO Stock Holding History

James Investment Research’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
2014
Q3 		– Sell
-68,955
Closed -$1.82M – 532
2014
Q2 		$1.82M Hold
68,955
– – 0.06% 180
2014
Q1 		$1.71M Buy
68,955
+5,440
+9% +$127K 0.05% 196
2013
Q4 		$1.43M Buy
63,515
+13,490
+27% +$301K 0.04% 209
2013
Q3 		$1.04M Sell
50,025
-460
-0.9% -$10K 0.04% 218
2013
Q2 		$967K Buy
+50,485
New +$941K 0.04% 204

Other funds holding PEBO

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

James Investment Research's PEBO Position: Q3 2014 in Review

James Investment Research sold out of Peoples Bancorp (PEBO) in Q3 2014, closing a stake of 68,955 shares — an estimated $1.82M sold.

James Investment Research first reported a position in PEBO in Q2 2013 and held it in 5 quarters. The position peaked at $1.82M in Q2 2014. 96 funds tracked by Wall St. Rank hold PEBO as of Q3 2014.

  • James Investment Research reported no remaining Peoples Bancorp position as of Q3 2014 after selling out during the quarter.
  • James Investment Research sold 68,955 Peoples Bancorp shares in Q3 2014, an estimated $1.82M.
  • James Investment Research first reported a position in Peoples Bancorp in Q2 2013 and held it in 5 quarters.
  • James Investment Research's Peoples Bancorp position peaked at $1.82M in Q2 2014.
  • 96 funds tracked by Wall St. Rank held Peoples Bancorp as of Q3 2014.

Based on James Investment Research's 13F filing for Q3 2014, filed 9 Oct 2014.