DWM
CLDT

Dorchester Wealth Management’s Chatham Lodging CLDT Stock Holding History

Dorchester 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
2016
Q3 		– Sell
-20,000
Closed -$440K – 109
2016
Q2 		$440K Buy
+20,000
New +$427K 0.16% 80

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Jennison Associates
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FM
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BIT
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ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return
CPP
Crow Point Partners Boston, Massachusetts $64M AUM 33.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Dorchester Wealth Management's CLDT Position: Q3 2016 in Review

Dorchester Wealth Management sold out of Chatham Lodging (CLDT) in Q3 2016, closing a stake of 20,000 shares — an estimated $440K sold.

Dorchester Wealth Management first reported a position in CLDT in Q2 2016 and held it in 1 quarter. The position peaked at $440K in Q2 2016. 137 funds tracked by Wall St. Rank hold CLDT as of Q3 2016.

  • Dorchester Wealth Management reported no remaining Chatham Lodging position as of Q3 2016 after selling out during the quarter.
  • Dorchester Wealth Management sold 20,000 Chatham Lodging shares in Q3 2016, an estimated $440K.
  • Dorchester Wealth Management first reported a position in Chatham Lodging in Q2 2016 and held it in 1 quarter.
  • Dorchester Wealth Management's Chatham Lodging position peaked at $440K in Q2 2016.
  • 137 funds tracked by Wall St. Rank held Chatham Lodging as of Q3 2016.

Based on Dorchester Wealth Management's 13F filing for Q3 2016, filed 17 Oct 2016.