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UBS’s Peoples Bancorp PEBO Stock Holding History

UBS’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
2014
Q3 		$133K Buy
5,598
+768
+16% +$18.7K ﹤0.01% 5637
2014
Q2 		$127K Buy
4,830
+18
+0.4% +$454 ﹤0.01% 5663
2014
Q1 		$119K Sell
4,812
-745
-13% -$17.4K ﹤0.01% 5781
2013
Q4 		$125K Buy
5,557
+144
+3% +$3.21K ﹤0.01% 5812
2013
Q3 		$113K Sell
5,413
-1,179
-18% -$25.6K ﹤0.01% 5878
2013
Q2 		$126K Buy
+6,592
New +$123K ﹤0.01% 5613

Other funds holding PEBO

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

UBS's PEBO Position: Q3 2014 in Review

UBS increased its Peoples Bancorp (PEBO) stake by 16% in Q3 2014, buying an estimated $18.7K and bringing the position to 5,598 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #5637.

UBS first reported a position in PEBO in Q2 2013 and has held it in 6 quarters since. 96 funds tracked by Wall St. Rank hold PEBO as of Q3 2014.

  • UBS held 5,598 shares of Peoples Bancorp worth $133K as of Q3 2014.
  • UBS bought 768 Peoples Bancorp shares in Q3 2014, an estimated $18.7K.
  • Peoples Bancorp made up ﹤0.01% of UBS's portfolio in Q3 2014, its #5637 holding.
  • UBS first reported a position in Peoples Bancorp in Q2 2013 and has held it in 6 quarters since.
  • 96 funds tracked by Wall St. Rank held Peoples Bancorp as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.