FGC
CLDT

Financial Gravity Companies’s Chatham Lodging CLDT Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$10K Buy
+480
New +$9.34K 0.01% 585
2018
Q1 		$37K Buy
1,971
+96
+5% +$2K 0.04% 409
2017
Q4 		$42K Buy
+1,875
New +$42K 0.05% 332

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Financial Gravity Companies's CLDT Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Chatham Lodging (CLDT) in Q4 2018: 480 shares worth $10K. The stake represents 0.01% of the portfolio and ranks #585 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in CLDT as recently as Q1 2018.

Financial Gravity Companies first reported a position in CLDT in Q4 2017 and has held it in 3 quarters since. The position peaked at $42K in Q4 2017. 171 funds tracked by Wall St. Rank hold CLDT as of Q4 2018.

  • Financial Gravity Companies held 480 shares of Chatham Lodging worth $10K as of Q4 2018.
  • Chatham Lodging was a new Financial Gravity Companies position in Q4 2018.
  • Chatham Lodging made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #585 holding.
  • Financial Gravity Companies first reported a position in Chatham Lodging in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Chatham Lodging position peaked at $42K in Q4 2017.
  • 171 funds tracked by Wall St. Rank held Chatham Lodging as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.