BCWM
CLDT

Bartlett & Co Wealth Management’s Chatham Lodging CLDT Stock Holding History

Bartlett & Co Wealth Management’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
Q3 		– Sell
-372
Closed -$7.89K – 713
2018
Q2 		$7.89K Buy
+372
New +$7.41K ﹤0.01% 606

Other funds holding CLDT

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Vanguard Group
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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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

Bartlett & Co Wealth Management's CLDT Position: Q3 2018 in Review

Bartlett & Co Wealth Management sold out of Chatham Lodging (CLDT) in Q3 2018, closing a stake of 372 shares — an estimated $7.89K sold.

Bartlett & Co Wealth Management first reported a position in CLDT in Q2 2018 and held it in 1 quarter. The position peaked at $7.89K in Q2 2018. 169 funds tracked by Wall St. Rank hold CLDT as of Q3 2018.

  • Bartlett & Co Wealth Management reported no remaining Chatham Lodging position as of Q3 2018 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 372 Chatham Lodging shares in Q3 2018, an estimated $7.89K.
  • Bartlett & Co Wealth Management first reported a position in Chatham Lodging in Q2 2018 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Chatham Lodging position peaked at $7.89K in Q2 2018.
  • 169 funds tracked by Wall St. Rank held Chatham Lodging as of Q3 2018.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2018, filed 13 Feb 2024.