GWM
CHSP.PRA.CL

Graybill Wealth Management’s Chesapeake Lodging Trust CHSP.PRA.CL Stock Holding History

Graybill Wealth Management’s Portfolio CHSP.PRA.CL Stock Details CHSP.PRA.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-80,670
Closed -$2M – 64
2013
Q3 		$2M Sell
80,670
-1,995
-2% -$50.4K 1.71% 36
2013
Q2 		$2.12M Buy
+82,665
New +$2.21M 1.9% 27

Other funds holding CHSP.PRA.CL

KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
ECM
EII Capital Management New York $774K AUM 22.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Graybill Wealth Management's CHSP.PRA.CL Position: Q4 2013 in Review

Graybill Wealth Management sold out of Chesapeake Lodging Trust (CHSP.PRA.CL) in Q4 2013, closing a stake of 80,670 shares — an estimated $2M sold.

Graybill Wealth Management first reported a position in CHSP.PRA.CL in Q2 2013 and held it in 2 quarters. The position peaked at $2.12M in Q2 2013. 4 funds tracked by Wall St. Rank hold CHSP.PRA.CL as of Q4 2013.

  • Graybill Wealth Management reported no remaining Chesapeake Lodging Trust position as of Q4 2013 after selling out during the quarter.
  • Graybill Wealth Management sold 80,670 Chesapeake Lodging Trust shares in Q4 2013, an estimated $2M.
  • Graybill Wealth Management first reported a position in Chesapeake Lodging Trust in Q2 2013 and held it in 2 quarters.
  • Graybill Wealth Management's Chesapeake Lodging Trust position peaked at $2.12M in Q2 2013.
  • 4 funds tracked by Wall St. Rank held Chesapeake Lodging Trust as of Q4 2013.

Based on Graybill Wealth Management's 13F filing for Q4 2013, filed 22 Jan 2014.