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LBA Wealth Management’s Peoples Bancorp PEBO Stock Holding History

LBA Wealth Management’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
Q2 		– Sell
-284
Closed -$4K – 275
2014
Q1 		$4K Hold
284
– – ﹤0.01% 228
2013
Q4 		$3K Buy
+284
New +$6.34K ﹤0.01% 248

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BIT
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BMCMI
Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania $577M AUM 6.5% 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
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

LBA Wealth Management's PEBO Position: Q2 2014 in Review

LBA Wealth Management sold out of Peoples Bancorp (PEBO) in Q2 2014, closing a stake of 284 shares — an estimated $4K sold.

LBA Wealth Management first reported a position in PEBO in Q4 2013 and held it in 2 quarters. The position peaked at $4K in Q1 2014. 95 funds tracked by Wall St. Rank hold PEBO as of Q2 2014.

  • LBA Wealth Management reported no remaining Peoples Bancorp position as of Q2 2014 after selling out during the quarter.
  • LBA Wealth Management sold 284 Peoples Bancorp shares in Q2 2014, an estimated $4K.
  • LBA Wealth Management first reported a position in Peoples Bancorp in Q4 2013 and held it in 2 quarters.
  • LBA Wealth Management's Peoples Bancorp position peaked at $4K in Q1 2014.
  • 95 funds tracked by Wall St. Rank held Peoples Bancorp as of Q2 2014.

Based on LBA Wealth Management's 13F filing for Q2 2014, filed 24 Jul 2014.