Wealthfront’s Peoples Bancorp PEBO Stock Holding History

Wealthfront’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
2015 Q3	–	Sell	-510	Closed	-$12K	–	1384
2015 Q2	$12K	Buy	+510	New	+$12K	﹤0.01%	782

Other funds holding PEBO

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JAM

Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return

Wealthfront's PEBO Position: Q3 2015 in Review

Wealthfront sold out of Peoples Bancorp (PEBO) in Q3 2015, closing a stake of 510 shares — an estimated $12K sold.

Wealthfront first reported a position in PEBO in Q2 2015 and held it in 1 quarter. The position peaked at $12K in Q2 2015. 88 funds tracked by Wall St. Rank hold PEBO as of Q3 2015.

Wealthfront reported no remaining Peoples Bancorp position as of Q3 2015 after selling out during the quarter.
Wealthfront sold 510 Peoples Bancorp shares in Q3 2015, an estimated $12K.
Wealthfront first reported a position in Peoples Bancorp in Q2 2015 and held it in 1 quarter.
Wealthfront's Peoples Bancorp position peaked at $12K in Q2 2015.
88 funds tracked by Wall St. Rank held Peoples Bancorp as of Q3 2015.

Based on Wealthfront's 13F filing for Q3 2015, filed 18 Nov 2015.