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Wealthcare Advisory Partners’s Pebblebrook Hotel Trust PEB Stock Holding History

Wealthcare Advisory Partners’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
2018
Q1 		– Sell
-45
Closed -$2K – 1205
2017
Q4 		$2K Buy
+45
New +$1.66K ﹤0.01% 933

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SAM
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Cohen & Steers
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Daiwa Securities Group
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T. Rowe Price Associates
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wealthcare Advisory Partners's PEB Position: Q1 2018 in Review

Wealthcare Advisory Partners sold out of Pebblebrook Hotel Trust (PEB) in Q1 2018, closing a stake of 45 shares — an estimated $2K sold.

Wealthcare Advisory Partners first reported a position in PEB in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 218 funds tracked by Wall St. Rank hold PEB as of Q1 2018.

  • Wealthcare Advisory Partners reported no remaining Pebblebrook Hotel Trust position as of Q1 2018 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 45 Pebblebrook Hotel Trust shares in Q1 2018, an estimated $2K.
  • Wealthcare Advisory Partners first reported a position in Pebblebrook Hotel Trust in Q4 2017 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Pebblebrook Hotel Trust position peaked at $2K in Q4 2017.
  • 218 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q1 2018.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2018, filed 15 May 2018.