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Foresters Investment Management’s RLJ Lodging Trust RLJ Stock Holding History

Foresters Investment Management’s Portfolio RLJ Stock Details RLJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-577,942
Closed -$12.7M – 356
2018
Q3 		$12.7M Sell
577,942
-284,404
-33% -$6.32M 0.2% 161
2018
Q2 		$19M Sell
862,346
-107,400
-11% -$2.32M 0.32% 114
2018
Q1 		$18.9M Buy
969,746
+82,300
+9% +$1.75M 0.31% 121
2017
Q4 		$19.5M Buy
887,446
+246,900
+39% +$5.37M 0.3% 119
2017
Q3 		$14.1M Buy
+640,546
New +$13.2M 0.23% 153

Other funds holding RLJ

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Foresters Investment Management's RLJ Position: Q4 2018 in Review

Foresters Investment Management sold out of RLJ Lodging Trust (RLJ) in Q4 2018, closing a stake of 577,942 shares — an estimated $12.7M sold.

Foresters Investment Management first reported a position in RLJ in Q3 2017 and held it in 5 quarters. The position peaked at $19.5M in Q4 2017. 211 funds tracked by Wall St. Rank hold RLJ as of Q4 2018.

  • Foresters Investment Management reported no remaining RLJ Lodging Trust position as of Q4 2018 after selling out during the quarter.
  • Foresters Investment Management sold 577,942 RLJ Lodging Trust shares in Q4 2018, an estimated $12.7M.
  • Foresters Investment Management first reported a position in RLJ Lodging Trust in Q3 2017 and held it in 5 quarters.
  • Foresters Investment Management's RLJ Lodging Trust position peaked at $19.5M in Q4 2017.
  • 211 funds tracked by Wall St. Rank held RLJ Lodging Trust as of Q4 2018.

Based on Foresters Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.