CWM
INN

Cornerstone Wealth Management’s Summit Hotel Properties INN Stock Holding History

Cornerstone Wealth Management’s Portfolio INN Stock Details INN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-6,284
Closed -$400K – 730
2018
Q3 		$400K Buy
6,284
+592
+10% +$8.15K 0.01% 976
2018
Q2 		$400K Buy
+5,692
New +$82.6K ﹤0.01% 1078

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State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Cornerstone Wealth Management's INN Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Summit Hotel Properties (INN) in Q4 2018, closing a stake of 6,284 shares — an estimated $400K sold.

Cornerstone Wealth Management first reported a position in INN in Q2 2018 and held it in 2 quarters. The position peaked at $400K in Q3 2018. 226 funds tracked by Wall St. Rank hold INN as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Summit Hotel Properties position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 6,284 Summit Hotel Properties shares in Q4 2018, an estimated $400K.
  • Cornerstone Wealth Management first reported a position in Summit Hotel Properties in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Summit Hotel Properties position peaked at $400K in Q3 2018.
  • 226 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.