Richard Bernstein Advisors’s Peoples Bancorp PEBO Stock Holding History

Richard Bernstein Advisors’s Portfolio PEBO Stock Details PEBO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-1,268	Closed	-$30K	–	251
2015 Q1	$30K	Hold	1,268	–	–	﹤0.01%	262
2014 Q4	$33K	Sell	1,268 -14,408	-92%	-$359K	﹤0.01%	307
2014 Q3	$372K	Hold	15,676	–	–	0.04%	249
2014 Q2	$415K	Hold	15,676	–	–	0.05%	239
2014 Q1	$388K	Hold	15,676	–	–	0.06%	238
2013 Q4	$353K	Hold	15,676	–	–	0.07%	241
2013 Q3	$327K	Sell	15,676 -1,568	-9%	-$34.1K	0.1%	235
2013 Q2	$330K	Buy	+17,244	New	+$321K	0.11%	229

Other funds holding PEBO

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

JAM

Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return

BMCMI

Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania $577M AUM 6.5% 1-Year Est. Return

Richard Bernstein Advisors's PEBO Position: Q2 2015 in Review

Richard Bernstein Advisors sold out of Peoples Bancorp (PEBO) in Q2 2015, closing a stake of 1,268 shares — an estimated $30K sold.

Richard Bernstein Advisors first reported a position in PEBO in Q2 2013 and held it in 8 quarters. The position peaked at $415K in Q2 2014. 89 funds tracked by Wall St. Rank hold PEBO as of Q2 2015.

Richard Bernstein Advisors reported no remaining Peoples Bancorp position as of Q2 2015 after selling out during the quarter.
Richard Bernstein Advisors sold 1,268 Peoples Bancorp shares in Q2 2015, an estimated $30K.
Richard Bernstein Advisors first reported a position in Peoples Bancorp in Q2 2013 and held it in 8 quarters.
Richard Bernstein Advisors's Peoples Bancorp position peaked at $415K in Q2 2014.
89 funds tracked by Wall St. Rank held Peoples Bancorp as of Q2 2015.

Based on Richard Bernstein Advisors's 13F filing for Q2 2015, filed 11 Aug 2015.