GWAG
CLDT

Garrett Wealth Advisory Group’s Chatham Lodging CLDT Stock Holding History

Garrett Wealth Advisory Group’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 		– Sell
-77
Closed -$1.4K – 158
2019
Q3 		$1.4K Buy
+77
New +$1.37K ﹤0.01% 652

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Garrett Wealth Advisory Group's CLDT Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Chatham Lodging (CLDT) in Q4 2019, closing a stake of 77 shares — an estimated $1.4K sold.

Garrett Wealth Advisory Group first reported a position in CLDT in Q3 2019 and held it in 1 quarter. The position peaked at $1.4K in Q3 2019. 164 funds tracked by Wall St. Rank hold CLDT as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Chatham Lodging position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 77 Chatham Lodging shares in Q4 2019, an estimated $1.4K.
  • Garrett Wealth Advisory Group first reported a position in Chatham Lodging in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Chatham Lodging position peaked at $1.4K in Q3 2019.
  • 164 funds tracked by Wall St. Rank held Chatham Lodging as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.