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

Legacy 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
2019
Q1 		– Sell
-235
Closed -$7K – 1132
2018
Q4 		$7K Buy
235
+26
+12% +$863 ﹤0.01% 657
2018
Q3 		$7K Hold
209
– – ﹤0.01% 618
2018
Q2 		$8K Buy
+209
New +$7.86K ﹤0.01% 595

Other funds holding PEB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Legacy Financial Advisors's PEB Position: Q1 2019 in Review

Legacy Financial Advisors sold out of Pebblebrook Hotel Trust (PEB) in Q1 2019, closing a stake of 235 shares — an estimated $7K sold.

Legacy Financial Advisors first reported a position in PEB in Q2 2018 and held it in 3 quarters. The position peaked at $8K in Q2 2018. 272 funds tracked by Wall St. Rank hold PEB as of Q1 2019.

  • Legacy Financial Advisors reported no remaining Pebblebrook Hotel Trust position as of Q1 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 235 Pebblebrook Hotel Trust shares in Q1 2019, an estimated $7K.
  • Legacy Financial Advisors first reported a position in Pebblebrook Hotel Trust in Q2 2018 and held it in 3 quarters.
  • Legacy Financial Advisors's Pebblebrook Hotel Trust position peaked at $8K in Q2 2018.
  • 272 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q1 2019.

Based on Legacy Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.