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JNBA Financial Advisors’s Pebblebrook Hotel Trust PEB Stock Holding History

JNBA Financial Advisors’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
2016
Q4 		– Sell
-140
Closed -$4K – 1087
2016
Q3 		$4K Buy
+140
New +$4.02K ﹤0.01% 1299
2014
Q4 		– Sell
-41
Closed -$2K – 581
2014
Q3 		$2K Buy
+41
New +$1.55K ﹤0.01% 531

Other funds holding PEB

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

JNBA Financial Advisors's PEB Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Pebblebrook Hotel Trust (PEB) in Q4 2016, closing a stake of 140 shares — an estimated $4K sold.

JNBA Financial Advisors first reported a position in PEB in Q3 2014 and held it in 2 quarters. The position peaked at $4K in Q3 2016. 201 funds tracked by Wall St. Rank hold PEB as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Pebblebrook Hotel Trust position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 140 Pebblebrook Hotel Trust shares in Q4 2016, an estimated $4K.
  • JNBA Financial Advisors first reported a position in Pebblebrook Hotel Trust in Q3 2014 and held it in 2 quarters.
  • JNBA Financial Advisors's Pebblebrook Hotel Trust position peaked at $4K in Q3 2016.
  • 201 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.