HGWM
INN

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 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

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. 212 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.
  • 212 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.