IFWM
LQ

Institute for Wealth Management’s La Quinta Holdings Inc. LQ Stock Holding History

Institute for Wealth Management’s Portfolio LQ Stock Details LQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-11,615
Closed -$228K – 260
2018
Q1 		$228K Sell
11,615
-445
-4% -$8.41K 0.07% 248
2017
Q4 		$226K Sell
12,060
-354
-3% -$6.28K 0.05% 339
2017
Q3 		$217K Buy
12,414
+400
+3% +$6.22K 0.07% 242
2017
Q2 		$175K Buy
+12,014
New +$170K 0.05% 385

Institute for Wealth Management's LQ Position: Q2 2018 in Review

Institute for Wealth Management sold out of La Quinta Holdings Inc. (LQ) in Q2 2018, closing a stake of 11,615 shares — an estimated $228K sold.

Institute for Wealth Management first reported a position in LQ in Q2 2017 and held it in 4 quarters. The position peaked at $228K in Q1 2018. 1 fund tracked by Wall St. Rank holds LQ as of Q2 2018.

  • Institute for Wealth Management reported no remaining La Quinta Holdings Inc. position as of Q2 2018 after selling out during the quarter.
  • Institute for Wealth Management sold 11,615 La Quinta Holdings Inc. shares in Q2 2018, an estimated $228K.
  • Institute for Wealth Management first reported a position in La Quinta Holdings Inc. in Q2 2017 and held it in 4 quarters.
  • Institute for Wealth Management's La Quinta Holdings Inc. position peaked at $228K in Q1 2018.
  • 1 fund tracked by Wall St. Rank held La Quinta Holdings Inc. as of Q2 2018.

Based on Institute for Wealth Management's 13F filing for Q2 2018, filed 10 Aug 2018.