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Plante Moran Financial Advisors’s Pebblebrook Hotel Trust PEB Stock Holding History

Plante Moran 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
2020
Q4 		– Sell
-134
Closed -$2K – 954
2020
Q3 		$2K Buy
+134
New +$1.61K ﹤0.01% 787
2016
Q3 		– Sell
-81
Closed -$2K – 974
2016
Q2 		$2K Buy
+81
New +$2.15K ﹤0.01% 801

Other funds holding PEB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Plante Moran Financial Advisors's PEB Position: Q4 2020 in Review

Plante Moran Financial Advisors sold out of Pebblebrook Hotel Trust (PEB) in Q4 2020, closing a stake of 134 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in PEB in Q2 2016 and held it in 2 quarters. The position peaked at $2K in Q3 2020. 235 funds tracked by Wall St. Rank hold PEB as of Q4 2020.

  • Plante Moran Financial Advisors reported no remaining Pebblebrook Hotel Trust position as of Q4 2020 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 134 Pebblebrook Hotel Trust shares in Q4 2020, an estimated $2K.
  • Plante Moran Financial Advisors first reported a position in Pebblebrook Hotel Trust in Q2 2016 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Pebblebrook Hotel Trust position peaked at $2K in Q3 2020.
  • 235 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q4 2020.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2020, filed 9 Feb 2021.