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CLDT

Avantax Planning Partners’s Chatham Lodging CLDT Stock Holding History

Avantax Planning Partners’s Portfolio CLDT Stock Details CLDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-79
Closed -$2K – 441
2018
Q3 		$2K Buy
+79
New +$1.69K ﹤0.01% 1324
2018
Q2 		– Sell
-79
Closed -$2K – 455
2018
Q1 		$2K Buy
+79
New +$1.64K ﹤0.01% 1585

Other funds holding CLDT

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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Avantax Planning Partners's CLDT Position: Q4 2018 in Review

Avantax Planning Partners sold out of Chatham Lodging (CLDT) in Q4 2018, closing a stake of 79 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in CLDT in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q3 2018. 171 funds tracked by Wall St. Rank hold CLDT as of Q4 2018.

  • Avantax Planning Partners reported no remaining Chatham Lodging position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 79 Chatham Lodging shares in Q4 2018, an estimated $2K.
  • Avantax Planning Partners first reported a position in Chatham Lodging in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Chatham Lodging position peaked at $2K in Q3 2018.
  • 171 funds tracked by Wall St. Rank held Chatham Lodging as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.