Financial Gravity Asset Management’s Chatham Lodging CLDT Stock Holding History

Financial Gravity Asset 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
2019 Q4	$18K	Sell	2 -7	-78%	-$126	0.01%	1043
2019 Q3	$0	Sell	9 -101	-92%	-$1.79K	﹤0.01%	1226
2019 Q2	$2K	Sell	110 -264	-71%	-$5.17K	﹤0.01%	872
2019 Q1	$7K	Buy	+374	New	+$7.35K	0.01%	617
2018 Q3	$4K	Sell	187 -14	-7%	-$299	﹤0.01%	760
2018 Q2	$4K	Sell	201 -1,770	-90%	-$35.3K	﹤0.01%	808
2018 Q1	$37K	Buy	+1,971	New	+$41K	0.04%	409

Other funds holding CLDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Financial Gravity Asset Management's CLDT Position: Q4 2019 in Review

Financial Gravity Asset Management reduced its Chatham Lodging (CLDT) stake by 78% in Q4 2019, selling an estimated $126 and leaving 2 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #1043.

Financial Gravity Asset Management first reported a position in CLDT in Q1 2018 and has held it in 7 quarters since. The position peaked at $37K in Q1 2018. 164 funds tracked by Wall St. Rank hold CLDT as of Q4 2019.

Financial Gravity Asset Management held 2 shares of Chatham Lodging worth $18K as of Q4 2019.
Financial Gravity Asset Management sold 7 Chatham Lodging shares in Q4 2019, an estimated $126.
Chatham Lodging made up 0.01% of Financial Gravity Asset Management's portfolio in Q4 2019, its #1043 holding.
Financial Gravity Asset Management first reported a position in Chatham Lodging in Q1 2018 and has held it in 7 quarters since.
Financial Gravity Asset Management's Chatham Lodging position peaked at $37K in Q1 2018.
164 funds tracked by Wall St. Rank held Chatham Lodging as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.