BWA
CLDT

Burt Wealth Advisors’s Chatham Lodging CLDT Stock Holding History

Burt Wealth Advisors’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
2020
Q3 		– Sell
-151
Closed -$1K – 401
2020
Q2 		$1K Hold
151
– – ﹤0.01% 367
2020
Q1 		$1K Buy
+151
New +$2.11K ﹤0.01% 366

Other funds holding CLDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Burt Wealth Advisors's CLDT Position: Q3 2020 in Review

Burt Wealth Advisors sold out of Chatham Lodging (CLDT) in Q3 2020, closing a stake of 151 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in CLDT in Q1 2020 and held it in 2 quarters. The position peaked at $1K in Q2 2020. 155 funds tracked by Wall St. Rank hold CLDT as of Q3 2020.

  • Burt Wealth Advisors reported no remaining Chatham Lodging position as of Q3 2020 after selling out during the quarter.
  • Burt Wealth Advisors sold 151 Chatham Lodging shares in Q3 2020, an estimated $1K.
  • Burt Wealth Advisors first reported a position in Chatham Lodging in Q1 2020 and held it in 2 quarters.
  • Burt Wealth Advisors's Chatham Lodging position peaked at $1K in Q2 2020.
  • 155 funds tracked by Wall St. Rank held Chatham Lodging as of Q3 2020.

Based on Burt Wealth Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.