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Valeo Financial Advisors’s Pebblebrook Hotel Trust PEB Stock Holding History

Valeo 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
Q3 		– Sell
-138
Closed -$2K – 1994
2020
Q2 		$2K Buy
+138
New +$1.71K ﹤0.01% 1781
2019
Q2 		– Sell
-37
Closed -$1.12K – 1633
2019
Q1 		$1K Hold
37
– – ﹤0.01% 1477
2018
Q4 		$1K Sell
37
-87
-70% -$2.89K ﹤0.01% 1405
2018
Q3 		$4K Buy
124
+87
+235% +$3.32K ﹤0.01% 1284
2018
Q2 		$1K Hold
37
– – ﹤0.01% 1500
2018
Q1 		$1K Hold
37
– – ﹤0.01% 1453
2017
Q4 		$1K Buy
+37
New +$1.37K ﹤0.01% 1301

Other funds holding PEB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Valeo Financial Advisors's PEB Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Pebblebrook Hotel Trust (PEB) in Q3 2020, closing a stake of 138 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in PEB in Q4 2017 and held it in 7 quarters. The position peaked at $4K in Q3 2018. 222 funds tracked by Wall St. Rank hold PEB as of Q3 2020.

  • Valeo Financial Advisors reported no remaining Pebblebrook Hotel Trust position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 138 Pebblebrook Hotel Trust shares in Q3 2020, an estimated $2K.
  • Valeo Financial Advisors first reported a position in Pebblebrook Hotel Trust in Q4 2017 and held it in 7 quarters.
  • Valeo Financial Advisors's Pebblebrook Hotel Trust position peaked at $4K in Q3 2018.
  • 222 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.