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Keebeck Wealth Management’s Pebblebrook Hotel Trust PEB Stock Holding History

Keebeck Wealth Management’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
2020
Q3 		– Sell
-400
Closed -$5K – 307
2020
Q2 		$5K Buy
+400
New +$4.95K ﹤0.01% 336
2020
Q1 		– Sell
-400
Closed -$10K – 277
2019
Q4 		$10K Buy
+400
New +$10.5K ﹤0.01% 294

Other funds holding PEB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Keebeck Wealth Management's PEB Position: Q3 2020 in Review

Keebeck Wealth Management sold out of Pebblebrook Hotel Trust (PEB) in Q3 2020, closing a stake of 400 shares — an estimated $5K sold.

Keebeck Wealth Management first reported a position in PEB in Q4 2019 and held it in 2 quarters. The position peaked at $10K in Q4 2019. 222 funds tracked by Wall St. Rank hold PEB as of Q3 2020.

  • Keebeck Wealth Management reported no remaining Pebblebrook Hotel Trust position as of Q3 2020 after selling out during the quarter.
  • Keebeck Wealth Management sold 400 Pebblebrook Hotel Trust shares in Q3 2020, an estimated $5K.
  • Keebeck Wealth Management first reported a position in Pebblebrook Hotel Trust in Q4 2019 and held it in 2 quarters.
  • Keebeck Wealth Management's Pebblebrook Hotel Trust position peaked at $10K in Q4 2019.
  • 222 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q3 2020.

Based on Keebeck Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.