Wealthspire Advisors (Maryland)’s Pebblebrook Hotel Trust PEB Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-108	Closed	-$3K	–	1567
2019 Q1	$3K	Sell	108 -74	-41%	-$2.33K	﹤0.01%	2031
2018 Q4	$5K	Buy	182 +43	+31%	+$1.43K	﹤0.01%	1746
2018 Q3	$5K	Sell	139 -1,356	-91%	-$51.7K	﹤0.01%	1818
2018 Q2	$58K	Buy	1,495 +135	+10%	+$5.08K	0.01%	921
2018 Q1	$47K	Buy	1,360 +1,356	+33,900%	+$49.3K	﹤0.01%	1014
2017 Q4	$0	Hold	4	–	–	﹤0.01%	2524
2017 Q3	$0	Hold	4	–	–	﹤0.01%	2406
2017 Q2	$0	Sell	4 -4	-50%	-$125	﹤0.01%	2253
2017 Q1	$0	Hold	8	–	–	﹤0.01%	1993
2016 Q4	$0	Hold	8	–	–	﹤0.01%	1819
2016 Q3	$0	Hold	8	–	–	﹤0.01%	1791
2016 Q2	$0	Hold	8	–	–	﹤0.01%	1784
2016 Q1	$0	Buy	8 +2	+33%	+$52	﹤0.01%	1816
2015 Q4	$0	Buy	+6	New	+$198	﹤0.01%	1758

Other funds holding PEB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HRES

Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PEB Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Pebblebrook Hotel Trust (PEB) in Q2 2019, closing a stake of 108 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in PEB in Q4 2015 and held it in 14 quarters. The position peaked at $58K in Q2 2018. 262 funds tracked by Wall St. Rank hold PEB as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Pebblebrook Hotel Trust position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 108 Pebblebrook Hotel Trust shares in Q2 2019, an estimated $3K.
Wealthspire Advisors (Maryland) first reported a position in Pebblebrook Hotel Trust in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Pebblebrook Hotel Trust position peaked at $58K in Q2 2018.
262 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.