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Simply Money Advisors’s Peoples Bancorp PEBO Stock Holding History

Simply Money 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
2015
Q2 		– Sell
-43,686
Closed -$1.03M – 22
2015
Q1 		$1.03M Buy
+43,686
New +$1.05M 0.15% 20

Other funds holding PEBO

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
BMCMI
Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania $577M AUM 6.5% 1-Year Est. Return

Simply Money Advisors's PEBO Position: Q2 2015 in Review

Simply Money Advisors sold out of Peoples Bancorp (PEBO) in Q2 2015, closing a stake of 43,686 shares — an estimated $1.03M sold.

Simply Money Advisors first reported a position in PEBO in Q1 2015 and held it in 1 quarter. The position peaked at $1.03M in Q1 2015. 89 funds tracked by Wall St. Rank hold PEBO as of Q2 2015.

  • Simply Money Advisors reported no remaining Peoples Bancorp position as of Q2 2015 after selling out during the quarter.
  • Simply Money Advisors sold 43,686 Peoples Bancorp shares in Q2 2015, an estimated $1.03M.
  • Simply Money Advisors first reported a position in Peoples Bancorp in Q1 2015 and held it in 1 quarter.
  • Simply Money Advisors's Peoples Bancorp position peaked at $1.03M in Q1 2015.
  • 89 funds tracked by Wall St. Rank held Peoples Bancorp as of Q2 2015.

Based on Simply Money Advisors's 13F filing for Q2 2015, filed 4 Aug 2015.