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Harvest Group Wealth Management’s Summit Hotel Properties INN Stock Holding History

Harvest Group Wealth Management’s Portfolio INN Stock Details INN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-264
Closed -$3K – 720
2019
Q4 		$3K Hold
264
– – ﹤0.01% 506
2019
Q3 		$3K Hold
264
– – ﹤0.01% 559
2019
Q2 		$3K Hold
264
– – ﹤0.01% 452
2019
Q1 		$3K Buy
+264
New +$2.92K ﹤0.01% 500

Other funds holding INN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Harvest Group Wealth Management's INN Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Summit Hotel Properties (INN) in Q1 2020, closing a stake of 264 shares — an estimated $3K sold.

Harvest Group Wealth Management first reported a position in INN in Q1 2019 and held it in 4 quarters. The position peaked at $3K in Q4 2019. 211 funds tracked by Wall St. Rank hold INN as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Summit Hotel Properties position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 264 Summit Hotel Properties shares in Q1 2020, an estimated $3K.
  • Harvest Group Wealth Management first reported a position in Summit Hotel Properties in Q1 2019 and held it in 4 quarters.
  • Harvest Group Wealth Management's Summit Hotel Properties position peaked at $3K in Q4 2019.
  • 211 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.