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Sheets Smith Wealth Management’s Pebblebrook Hotel Trust PEB Stock Holding History

Sheets Smith Wealth Management’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
2015
Q1 		– Sell
-20,208
Closed -$922K – 252
2014
Q4 		$922K Buy
+20,208
New +$847K 0.24% 128

Other funds holding PEB

Vanguard Group
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Sheets Smith Wealth Management's PEB Position: Q1 2015 in Review

Sheets Smith Wealth Management sold out of Pebblebrook Hotel Trust (PEB) in Q1 2015, closing a stake of 20,208 shares — an estimated $922K sold.

Sheets Smith Wealth Management first reported a position in PEB in Q4 2014 and held it in 1 quarter. The position peaked at $922K in Q4 2014. 202 funds tracked by Wall St. Rank hold PEB as of Q1 2015.

  • Sheets Smith Wealth Management reported no remaining Pebblebrook Hotel Trust position as of Q1 2015 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 20,208 Pebblebrook Hotel Trust shares in Q1 2015, an estimated $922K.
  • Sheets Smith Wealth Management first reported a position in Pebblebrook Hotel Trust in Q4 2014 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Pebblebrook Hotel Trust position peaked at $922K in Q4 2014.
  • 202 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q1 2015.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2015, filed 5 May 2015.