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Wealthfront’s Pebblebrook Hotel Trust PEB Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-79
Closed -$3K – 831
2015
Q3 		$3K Buy
+79
New +$3.17K ﹤0.01% 1153
2014
Q3 		– Sell
-39
Closed -$1K – 707
2014
Q2 		$1K Buy
+39
New +$1.37K ﹤0.01% 578

Other funds holding PEB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wealthfront's PEB Position: Q4 2015 in Review

Wealthfront sold out of Pebblebrook Hotel Trust (PEB) in Q4 2015, closing a stake of 79 shares — an estimated $3K sold.

Wealthfront first reported a position in PEB in Q2 2014 and held it in 2 quarters. The position peaked at $3K in Q3 2015. 172 funds tracked by Wall St. Rank hold PEB as of Q4 2015.

  • Wealthfront reported no remaining Pebblebrook Hotel Trust position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 79 Pebblebrook Hotel Trust shares in Q4 2015, an estimated $3K.
  • Wealthfront first reported a position in Pebblebrook Hotel Trust in Q2 2014 and held it in 2 quarters.
  • Wealthfront's Pebblebrook Hotel Trust position peaked at $3K in Q3 2015.
  • 172 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.