United Capital Financial Advisors
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United Capital Financial Advisors’s Pebblebrook Hotel Trust PEB Stock Holding History

United Capital Financial Advisors’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
2020
Q2 		– Sell
-33,896
Closed -$369K – 1242
2020
Q1 		$369K Buy
33,896
+13,083
+63% +$266K ﹤0.01% 922
2019
Q4 		$558K Sell
20,813
-492
-2% -$13K ﹤0.01% 957
2019
Q3 		$593K Buy
21,305
+2,224
+12% +$61K ﹤0.01% 904
2019
Q2 		$538K Buy
19,081
+1,463
+8% +$44.2K ﹤0.01% 1026
2019
Q1 		$547K Sell
17,618
-42,250
-71% -$1.33M ﹤0.01% 954
2018
Q4 		$1.7M Sell
59,868
-4,499
-7% -$149K 0.01% 596
2018
Q3 		$2.34M Buy
+64,367
New +$2.46M 0.02% 572
2016
Q2 		– Sell
-8,783
Closed -$255K – 1276
2016
Q1 		$255K Buy
+8,783
New +$227K ﹤0.01% 1049
2015
Q2 		– Sell
-8,979
Closed -$386K – 1299
2015
Q1 		$386K Sell
8,979
-721
-7% -$34.4K ﹤0.01% 1001
2014
Q4 		$443K Buy
9,700
+1,170
+14% +$49K 0.01% 858
2014
Q3 		$319K Buy
+8,530
New +$322K 0.01% 918

Other funds holding PEB

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $197M AUM 17.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Silvercrest Asset Management
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Jericho Capital Asset Management
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Brookfield Corp
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

United Capital Financial Advisors's PEB Position: Q2 2020 in Review

United Capital Financial Advisors sold out of Pebblebrook Hotel Trust (PEB) in Q2 2020, closing a stake of 33,896 shares — an estimated $369K sold.

United Capital Financial Advisors first reported a position in PEB in Q3 2014 and held it in 11 quarters. The position peaked at $2.34M in Q3 2018. 234 funds tracked by Wall St. Rank hold PEB as of Q2 2020.

  • United Capital Financial Advisors reported no remaining Pebblebrook Hotel Trust position as of Q2 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 33,896 Pebblebrook Hotel Trust shares in Q2 2020, an estimated $369K.
  • United Capital Financial Advisors first reported a position in Pebblebrook Hotel Trust in Q3 2014 and held it in 11 quarters.
  • United Capital Financial Advisors's Pebblebrook Hotel Trust position peaked at $2.34M in Q3 2018.
  • 234 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q2 2020.

Based on United Capital Financial Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.