Avantax Planning Partners’s RLJ Lodging Trust RLJ Stock Holding History

Avantax Planning Partners’s Portfolio RLJ Stock Details RLJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-230	Closed	-$4K	–	1203
2018 Q1	$4K	Buy	+230	New	+$4.89K	﹤0.01%	1443

Other funds holding RLJ

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Planning Partners's RLJ Position: Q2 2018 in Review

Avantax Planning Partners sold out of RLJ Lodging Trust (RLJ) in Q2 2018, closing a stake of 230 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in RLJ in Q1 2018 and held it in 1 quarter. The position peaked at $4K in Q1 2018. 197 funds tracked by Wall St. Rank hold RLJ as of Q2 2018.

Avantax Planning Partners reported no remaining RLJ Lodging Trust position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 230 RLJ Lodging Trust shares in Q2 2018, an estimated $4K.
Avantax Planning Partners first reported a position in RLJ Lodging Trust in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's RLJ Lodging Trust position peaked at $4K in Q1 2018.
197 funds tracked by Wall St. Rank held RLJ Lodging Trust as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.