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WA
WFG Advisors’s
Pebblebrook Hotel Trust
PEB
Stock Holding History
WFG Advisors’s Portfolio
PEB Stock Details
PEB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2017
Q2
$13K
Hold
402
–
–
﹤0.01%
1063
2017
Q1
$12K
Hold
402
–
–
﹤0.01%
1024
2016
Q4
$12K
Sell
402
-50
-11%
-$1.39K
﹤0.01%
1061
2016
Q3
$12K
Hold
452
–
–
﹤0.01%
1080
2016
Q2
$12K
Buy
452
+403
+822%
+$10.7K
﹤0.01%
1047
2016
Q1
$1K
Buy
49
+1
+2%
+$26
﹤0.01%
1438
2015
Q4
$1K
Hold
48
–
–
﹤0.01%
1482
2015
Q3
$2K
Hold
48
–
–
﹤0.01%
1426
2015
Q2
$2K
Sell
48
-39
-45%
-$1.7K
﹤0.01%
1494
2015
Q1
$4K
Buy
87
+1
+1%
+$48
﹤0.01%
1423
2014
Q4
$4K
Hold
86
–
–
﹤0.01%
1711
2014
Q3
$3K
Buy
86
+39
+83%
+$1.47K
﹤0.01%
1804
2014
Q2
$2K
Buy
47
+1
+2%
+$35
﹤0.01%
1827
2014
Q1
$2K
Hold
46
–
–
﹤0.01%
1812
2013
Q4
$1K
Hold
46
–
–
﹤0.01%
2110
2013
Q3
$1K
Buy
46
+1
+2%
+$27
﹤0.01%
2059
2013
Q2
$1K
Buy
+45
New
+$1.19K
﹤0.01%
1975
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$57.6B AUM
8.03%
1-Year Est. Return
SAM
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$13.8B AUM
28.39%
1-Year Est. Return
Daiwa Securities Group
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$34.8B AUM
20.7%
1-Year Est. Return
Invesco
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$1.02T AUM
30.18%
1-Year Est. Return
T. Rowe Price Associates
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$865B AUM
30.76%
1-Year Est. Return
Deutsche Bank
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$303B AUM
30.15%
1-Year Est. Return
Principal Financial Group
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$187B AUM
18.48%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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