Ladenburg Thalmann Financial Services’s Peoples Bancorp PEBO Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$223K	Buy	6,432 +91	+1%	+$2.98K	﹤0.01%	2416
2019 Q3	$202K	Buy	6,341 +2,606	+70%	+$82.7K	﹤0.01%	2455
2019 Q2	$120K	Hold	3,735	–	–	﹤0.01%	2841
2019 Q1	$115K	Hold	3,735	–	–	﹤0.01%	2792
2018 Q4	$112K	Sell	3,735 -36	-1%	-$1.2K	﹤0.01%	2676
2018 Q3	$130K	Buy	3,771 +36	+1%	+$1.32K	﹤0.01%	2635
2018 Q2	$133K	Hold	3,735	–	–	﹤0.01%	2558
2018 Q1	$133K	Sell	3,735 -400	-10%	-$14K	﹤0.01%	2558
2017 Q4	$134K	Hold	4,135	–	–	﹤0.01%	2509
2017 Q3	$141K	Sell	4,135 -12,000	-74%	-$381K	﹤0.01%	2366
2017 Q2	$518K	Hold	16,135	–	–	0.01%	1367
2017 Q1	$511K	Buy	16,135 +135	+0.8%	+$4.31K	0.01%	1308
2016 Q4	$519K	Sell	16,000 -6,944	-30%	-$192K	0.01%	1225
2016 Q3	$564K	Hold	22,944	–	–	0.01%	1122
2016 Q2	$496K	Hold	22,944	–	–	0.01%	1135
2016 Q1	$450K	Hold	22,944	–	–	0.01%	1116
2015 Q4	$432K	Hold	22,944	–	–	0.01%	1105
2015 Q3	$485K	Hold	22,944	–	–	0.01%	977
2015 Q2	$536K	Hold	22,944	–	–	0.01%	1022
2015 Q1	$542K	Buy	+22,944	New	+$549K	0.01%	997

Other funds holding PEBO

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

PBO

Peoples Bank (Ohio) Marietta, Ohio $195M AUM 28.11% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Ladenburg Thalmann Financial Services's PEBO Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Peoples Bancorp (PEBO) stake by 1.4% in Q4 2019, buying an estimated $2.98K and bringing the position to 6,432 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #2416.

Ladenburg Thalmann Financial Services first reported a position in PEBO in Q1 2015 and has held it in 20 quarters since. The position peaked at $564K in Q3 2016. 123 funds tracked by Wall St. Rank hold PEBO as of Q4 2019.

Ladenburg Thalmann Financial Services held 6,432 shares of Peoples Bancorp worth $223K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 91 Peoples Bancorp shares in Q4 2019, an estimated $2.98K.
Peoples Bancorp made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2416 holding.
Ladenburg Thalmann Financial Services first reported a position in Peoples Bancorp in Q1 2015 and has held it in 20 quarters since.
Ladenburg Thalmann Financial Services's Peoples Bancorp position peaked at $564K in Q3 2016.
123 funds tracked by Wall St. Rank held Peoples Bancorp as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.