WI
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WBI Investments’s Peoples Bancorp PEBO Stock Holding History

WBI 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
2018
Q3 		– Sell
-22,820
Closed -$862K – 316
2018
Q2 		$862K Buy
+22,820
New +$844K 0.05% 180
2017
Q3 		– Sell
-14,817
Closed -$476K – 353
2017
Q2 		$476K Buy
+14,817
New +$477K 0.02% 249

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

WBI Investments's PEBO Position: Q3 2018 in Review

WBI Investments sold out of Peoples Bancorp (PEBO) in Q3 2018, closing a stake of 22,820 shares — an estimated $862K sold.

WBI Investments first reported a position in PEBO in Q2 2017 and held it in 2 quarters. The position peaked at $862K in Q2 2018. 124 funds tracked by Wall St. Rank hold PEBO as of Q3 2018.

  • WBI Investments reported no remaining Peoples Bancorp position as of Q3 2018 after selling out during the quarter.
  • WBI Investments sold 22,820 Peoples Bancorp shares in Q3 2018, an estimated $862K.
  • WBI Investments first reported a position in Peoples Bancorp in Q2 2017 and held it in 2 quarters.
  • WBI Investments's Peoples Bancorp position peaked at $862K in Q2 2018.
  • 124 funds tracked by Wall St. Rank held Peoples Bancorp as of Q3 2018.

Based on WBI Investments's 13F filing for Q3 2018, filed 31 Oct 2018.