One Wealth Advisors’s Pebblebrook Hotel Trust PEB Stock Holding History

One Wealth 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 Q2	–	Sell	-146	Closed	-$5K	–	378
2019 Q1	$5K	Buy	+146	New	+$4.6K	﹤0.01%	371
2018 Q4	–	Sell	-146	Closed	-$5K	–	372
2018 Q3	$5K	Hold	146	–	–	﹤0.01%	401
2018 Q2	$6K	Hold	146	–	–	﹤0.01%	371
2018 Q1	$5K	Hold	146	–	–	﹤0.01%	375
2017 Q4	$5K	Buy	+146	New	+$5.4K	﹤0.01%	417

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

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

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

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

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

SAM

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HRES

Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return

One Wealth Advisors's PEB Position: Q2 2019 in Review

One Wealth Advisors sold out of Pebblebrook Hotel Trust (PEB) in Q2 2019, closing a stake of 146 shares — an estimated $5K sold.

One Wealth Advisors first reported a position in PEB in Q4 2017 and held it in 5 quarters. The position peaked at $6K in Q2 2018. 262 funds tracked by Wall St. Rank hold PEB as of Q2 2019.

One Wealth Advisors reported no remaining Pebblebrook Hotel Trust position as of Q2 2019 after selling out during the quarter.
One Wealth Advisors sold 146 Pebblebrook Hotel Trust shares in Q2 2019, an estimated $5K.
One Wealth Advisors first reported a position in Pebblebrook Hotel Trust in Q4 2017 and held it in 5 quarters.
One Wealth Advisors's Pebblebrook Hotel Trust position peaked at $6K in Q2 2018.
262 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q2 2019.

Based on One Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.