Security National Trust’s Peoples Bancorp PEBO Stock Holding History

Security National Trust’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
2019 Q3	–	Sell	-160	Closed	-$5K	–	361
2019 Q2	$5K	Sell	160 -50	-24%	-$1.6K	﹤0.01%	353
2019 Q1	$7K	Hold	210	–	–	﹤0.01%	347
2018 Q4	$6K	Hold	210	–	–	﹤0.01%	340
2018 Q3	$7K	Hold	210	–	–	﹤0.01%	354
2018 Q2	$8K	Hold	210	–	–	﹤0.01%	359
2018 Q1	$7K	Hold	210	–	–	﹤0.01%	357
2017 Q4	$7K	Hold	210	–	–	﹤0.01%	355
2017 Q3	$7K	Sell	210 -210	-50%	-$6.66K	﹤0.01%	364
2017 Q2	$13K	Hold	420	–	–	﹤0.01%	351
2017 Q1	$13K	Hold	420	–	–	﹤0.01%	347
2016 Q4	$14K	Hold	420	–	–	0.01%	343
2016 Q3	$10K	Hold	420	–	–	﹤0.01%	378
2016 Q2	$9K	Hold	420	–	–	﹤0.01%	377
2016 Q1	$8K	Hold	420	–	–	﹤0.01%	388
2015 Q4	$8K	Hold	420	–	–	﹤0.01%	385
2015 Q3	$9K	Hold	420	–	–	﹤0.01%	384
2015 Q2	$10K	Hold	420	–	–	﹤0.01%	392
2015 Q1	$10K	Hold	420	–	–	﹤0.01%	403
2014 Q4	$11K	Hold	420	–	–	﹤0.01%	405
2014 Q3	$10K	Hold	420	–	–	﹤0.01%	415
2014 Q2	$11K	Hold	420	–	–	﹤0.01%	410
2014 Q1	$10K	Hold	420	–	–	﹤0.01%	415
2013 Q4	$9K	Hold	420	–	–	﹤0.01%	422
2013 Q3	$9K	Sell	420 -42	-9%	-$914	﹤0.01%	402
2013 Q2	$9K	Buy	+462	New	+$8.61K	﹤0.01%	386

Other funds holding PEBO

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Security National Trust's PEBO Position: Q3 2019 in Review

Security National Trust sold out of Peoples Bancorp (PEBO) in Q3 2019, closing a stake of 160 shares — an estimated $5K sold.

Security National Trust first reported a position in PEBO in Q2 2013 and held it in 25 quarters. The position peaked at $14K in Q4 2016. 120 funds tracked by Wall St. Rank hold PEBO as of Q3 2019.

Security National Trust reported no remaining Peoples Bancorp position as of Q3 2019 after selling out during the quarter.
Security National Trust sold 160 Peoples Bancorp shares in Q3 2019, an estimated $5K.
Security National Trust first reported a position in Peoples Bancorp in Q2 2013 and held it in 25 quarters.
Security National Trust's Peoples Bancorp position peaked at $14K in Q4 2016.
120 funds tracked by Wall St. Rank held Peoples Bancorp as of Q3 2019.

Based on Security National Trust's 13F filing for Q3 2019, filed 1 Nov 2019.