IFAM
INN

Institutional & Family Asset Management’s Summit Hotel Properties INN Stock Holding History

Institutional & Family Asset 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
2016
Q4 		– Sell
-27,328
Closed -$360K – 126
2016
Q3 		$360K Hold
27,328
– – 0.12% 98
2016
Q2 		$362K Hold
27,328
– – 0.13% 98
2016
Q1 		$327K Hold
27,328
– – 0.12% 106
2015
Q4 		$327K Buy
+27,328
New +$349K 0.12% 106

Other funds holding INN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Institutional & Family Asset Management's INN Position: Q4 2016 in Review

Institutional & Family Asset Management sold out of Summit Hotel Properties (INN) in Q4 2016, closing a stake of 27,328 shares — an estimated $360K sold.

Institutional & Family Asset Management first reported a position in INN in Q4 2015 and held it in 4 quarters. The position peaked at $362K in Q2 2016. 235 funds tracked by Wall St. Rank hold INN as of Q4 2016.

  • Institutional & Family Asset Management reported no remaining Summit Hotel Properties position as of Q4 2016 after selling out during the quarter.
  • Institutional & Family Asset Management sold 27,328 Summit Hotel Properties shares in Q4 2016, an estimated $360K.
  • Institutional & Family Asset Management first reported a position in Summit Hotel Properties in Q4 2015 and held it in 4 quarters.
  • Institutional & Family Asset Management's Summit Hotel Properties position peaked at $362K in Q2 2016.
  • 235 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q4 2016.

Based on Institutional & Family Asset Management's 13F filing for Q4 2016, filed 9 Feb 2017.