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

Lenox 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 Q2	–	Sell	-224	Closed	-$2K	–	782
2020 Q1	$2K	Buy	224 +55	+33%	+$1.12K	﹤0.01%	616
2019 Q4	$5K	Sell	169 -25	-13%	-$659	﹤0.01%	538
2019 Q3	$5K	Hold	194	–	–	﹤0.01%	540
2019 Q2	$5K	Hold	194	–	–	﹤0.01%	515
2019 Q1	$6K	Sell	194 -132,877	-100%	-$4.19M	﹤0.01%	497
2018 Q4	$3.46M	Buy	133,071 +132,735	+39,504%	+$4.4M	1.16%	19
2018 Q3	$4K	Buy	+336	New	+$12.8K	﹤0.01%	530

Other funds holding PEB

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

HVCM

HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Lenox Wealth Management's PEB Position: Q2 2020 in Review

Lenox Wealth Management sold out of Pebblebrook Hotel Trust (PEB) in Q2 2020, closing a stake of 224 shares — an estimated $2K sold.

Lenox Wealth Management first reported a position in PEB in Q3 2018 and held it in 7 quarters. The position peaked at $3.46M in Q4 2018. 234 funds tracked by Wall St. Rank hold PEB as of Q2 2020.

Lenox Wealth Management reported no remaining Pebblebrook Hotel Trust position as of Q2 2020 after selling out during the quarter.
Lenox Wealth Management sold 224 Pebblebrook Hotel Trust shares in Q2 2020, an estimated $2K.
Lenox Wealth Management first reported a position in Pebblebrook Hotel Trust in Q3 2018 and held it in 7 quarters.
Lenox Wealth Management's Pebblebrook Hotel Trust position peaked at $3.46M in Q4 2018.
234 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.