Commonwealth Equity Services
CLDT

Commonwealth Equity Services’s Chatham Lodging CLDT Stock Holding History

Commonwealth Equity Services’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
2017
Q1 		– Sell
-12,455
Closed -$256K – 2425
2016
Q4 		$256K Buy
+12,455
New +$239K ﹤0.01% 1879
2013
Q3 		– Sell
-22,783
Closed -$391K – 1879
2013
Q2 		$391K Buy
+22,783
New +$409K 0.01% 1151

Other funds holding CLDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
CPP
Crow Point Partners Boston, Massachusetts $64M AUM 33.5% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Commonwealth Equity Services's CLDT Position: Q1 2017 in Review

Commonwealth Equity Services sold out of Chatham Lodging (CLDT) in Q1 2017, closing a stake of 12,455 shares — an estimated $256K sold.

Commonwealth Equity Services first reported a position in CLDT in Q2 2013 and held it in 2 quarters. The position peaked at $391K in Q2 2013. 143 funds tracked by Wall St. Rank hold CLDT as of Q1 2017.

  • Commonwealth Equity Services reported no remaining Chatham Lodging position as of Q1 2017 after selling out during the quarter.
  • Commonwealth Equity Services sold 12,455 Chatham Lodging shares in Q1 2017, an estimated $256K.
  • Commonwealth Equity Services first reported a position in Chatham Lodging in Q2 2013 and held it in 2 quarters.
  • Commonwealth Equity Services's Chatham Lodging position peaked at $391K in Q2 2013.
  • 143 funds tracked by Wall St. Rank held Chatham Lodging as of Q1 2017.

Based on Commonwealth Equity Services's 13F filing for Q1 2017, filed 15 May 2017.