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

Reilly 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
2017
Q4 		– Sell
-75
Closed -$3K – 1013
2017
Q3 		$3K Buy
+75
New +$2.49K ﹤0.01% 851
2015
Q1 		– Sell
-1,600
Closed -$73K – 1351
2014
Q4 		$73K Hold
1,600
– – 0.02% 220
2014
Q3 		$60K Hold
1,600
– – 0.01% 236
2014
Q2 		$60K Hold
1,600
– – 0.01% 240
2014
Q1 		$54K Hold
1,600
– – 0.01% 261
2013
Q4 		$49K Hold
1,600
– – 0.01% 252
2013
Q3 		$45K Hold
1,600
– – 0.01% 236
2013
Q2 		$41K Buy
+1,600
New +$42.3K 0.01% 249

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
Goldman Sachs
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
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Reilly Financial Advisors's PEB Position: Q4 2017 in Review

Reilly Financial Advisors sold out of Pebblebrook Hotel Trust (PEB) in Q4 2017, closing a stake of 75 shares — an estimated $3K sold.

Reilly Financial Advisors first reported a position in PEB in Q2 2013 and held it in 8 quarters. The position peaked at $73K in Q4 2014. 219 funds tracked by Wall St. Rank hold PEB as of Q4 2017.

  • Reilly Financial Advisors reported no remaining Pebblebrook Hotel Trust position as of Q4 2017 after selling out during the quarter.
  • Reilly Financial Advisors sold 75 Pebblebrook Hotel Trust shares in Q4 2017, an estimated $3K.
  • Reilly Financial Advisors first reported a position in Pebblebrook Hotel Trust in Q2 2013 and held it in 8 quarters.
  • Reilly Financial Advisors's Pebblebrook Hotel Trust position peaked at $73K in Q4 2014.
  • 219 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q4 2017.

Based on Reilly Financial Advisors's 13F filing for Q4 2017, filed 29 Jan 2018.