RWA
PEBO icon

Ropes Wealth Advisors’s Peoples Bancorp PEBO Stock Holding History

Ropes Wealth 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
2018
Q1 		– Sell
-1,009
Closed -$33K – 701
2017
Q4 		$33K Hold
1,009
– – 0.01% 386
2017
Q3 		$34K Buy
+1,009
New +$32K 0.01% 364

Other funds holding PEBO

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PBO
Peoples Bank (Ohio) Marietta, Ohio $163M AUM 18.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Ropes Wealth Advisors's PEBO Position: Q1 2018 in Review

Ropes Wealth Advisors sold out of Peoples Bancorp (PEBO) in Q1 2018, closing a stake of 1,009 shares — an estimated $33K sold.

Ropes Wealth Advisors first reported a position in PEBO in Q3 2017 and held it in 2 quarters. The position peaked at $34K in Q3 2017. 128 funds tracked by Wall St. Rank hold PEBO as of Q1 2018.

  • Ropes Wealth Advisors reported no remaining Peoples Bancorp position as of Q1 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 1,009 Peoples Bancorp shares in Q1 2018, an estimated $33K.
  • Ropes Wealth Advisors first reported a position in Peoples Bancorp in Q3 2017 and held it in 2 quarters.
  • Ropes Wealth Advisors's Peoples Bancorp position peaked at $34K in Q3 2017.
  • 128 funds tracked by Wall St. Rank held Peoples Bancorp as of Q1 2018.

Based on Ropes Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.