Mosaic Family Wealth’s Pebblebrook Hotel Trust PEB Stock Holding History

Mosaic Family Wealth’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
2017 Q4	–	Sell	-145	Closed	-$5K	–	857
2017 Q3	$5K	Buy	+145	New	+$4.82K	﹤0.01%	710

Other funds holding PEB

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

BlackRock New York $5.72T AUM 30.48% 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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Mosaic Family Wealth's PEB Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Pebblebrook Hotel Trust (PEB) in Q4 2017, closing a stake of 145 shares — an estimated $5K sold.

Mosaic Family Wealth first reported a position in PEB in Q3 2017 and held it in 1 quarter. The position peaked at $5K in Q3 2017. 219 funds tracked by Wall St. Rank hold PEB as of Q4 2017.

Mosaic Family Wealth reported no remaining Pebblebrook Hotel Trust position as of Q4 2017 after selling out during the quarter.
Mosaic Family Wealth sold 145 Pebblebrook Hotel Trust shares in Q4 2017, an estimated $5K.
Mosaic Family Wealth first reported a position in Pebblebrook Hotel Trust in Q3 2017 and held it in 1 quarter.
Mosaic Family Wealth's Pebblebrook Hotel Trust position peaked at $5K in Q3 2017.
219 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.