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SII Investments’s Peoples Bancorp PEBO Stock Holding History

SII Investments’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
2017
Q4 		– Sell
-19,230
Closed -$648K – 544
2017
Q3 		$648K Sell
19,230
-750
-4% -$23.8K 0.04% 299
2017
Q2 		$637K Buy
19,980
+1,170
+6% +$37.7K 0.04% 293
2017
Q1 		$597K Hold
18,810
– – 0.04% 292
2016
Q4 		$610K Hold
18,810
– – 0.05% 270
2016
Q3 		$461K Hold
18,810
– – 0.04% 330
2016
Q2 		$407K Hold
18,810
– – 0.03% 363
2016
Q1 		$367K Buy
18,810
+185
+1% +$3.37K 0.03% 379
2015
Q4 		$351K Buy
18,625
+1,470
+9% +$29.6K 0.04% 322
2015
Q3 		$361K Buy
+17,155
New +$375K 0.04% 360

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
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

SII Investments's PEBO Position: Q4 2017 in Review

SII Investments sold out of Peoples Bancorp (PEBO) in Q4 2017, closing a stake of 19,230 shares — an estimated $648K sold.

SII Investments first reported a position in PEBO in Q3 2015 and held it in 9 quarters. The position peaked at $648K in Q3 2017. 115 funds tracked by Wall St. Rank hold PEBO as of Q4 2017.

  • SII Investments reported no remaining Peoples Bancorp position as of Q4 2017 after selling out during the quarter.
  • SII Investments sold 19,230 Peoples Bancorp shares in Q4 2017, an estimated $648K.
  • SII Investments first reported a position in Peoples Bancorp in Q3 2015 and held it in 9 quarters.
  • SII Investments's Peoples Bancorp position peaked at $648K in Q3 2017.
  • 115 funds tracked by Wall St. Rank held Peoples Bancorp as of Q4 2017.

Based on SII Investments's 13F filing for Q4 2017, filed 9 Feb 2018.