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

Ropes 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
2018 Q3	–	Sell	-83	Closed	-$3K	–	577
2018 Q2	$3K	Hold	83	–	–	﹤0.01%	529
2018 Q1	$3K	Hold	83	–	–	﹤0.01%	522
2017 Q4	$3K	Buy	+83	New	+$3.07K	﹤0.01%	690

Other funds holding PEB

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SAM

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

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

Goldman Sachs New York $871B AUM 31.28% 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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Ropes Wealth Advisors's PEB Position: Q3 2018 in Review

Ropes Wealth Advisors sold out of Pebblebrook Hotel Trust (PEB) in Q3 2018, closing a stake of 83 shares — an estimated $3K sold.

Ropes Wealth Advisors first reported a position in PEB in Q4 2017 and held it in 3 quarters. The position peaked at $3K in Q2 2018. 236 funds tracked by Wall St. Rank hold PEB as of Q3 2018.

Ropes Wealth Advisors reported no remaining Pebblebrook Hotel Trust position as of Q3 2018 after selling out during the quarter.
Ropes Wealth Advisors sold 83 Pebblebrook Hotel Trust shares in Q3 2018, an estimated $3K.
Ropes Wealth Advisors first reported a position in Pebblebrook Hotel Trust in Q4 2017 and held it in 3 quarters.
Ropes Wealth Advisors's Pebblebrook Hotel Trust position peaked at $3K in Q2 2018.
236 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q3 2018.

Based on Ropes Wealth Advisors's 13F filing for Q3 2018, filed 30 Oct 2018.