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James Investment Research’s RLJ Lodging Trust RLJ Stock Holding History

James Investment Research’s Portfolio RLJ Stock Details RLJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-6,125
Closed -$135K – 837
2017
Q3 		$135K Sell
6,125
-53,200
-90% -$1.1M ﹤0.01% 562
2017
Q2 		$1.18M Buy
59,325
+53,200
+869% +$1.14M 0.04% 376
2017
Q1 		$144K Buy
+6,125
New +$143K ﹤0.01% 449

Other funds holding RLJ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

James Investment Research's RLJ Position: Q4 2017 in Review

James Investment Research sold out of RLJ Lodging Trust (RLJ) in Q4 2017, closing a stake of 6,125 shares — an estimated $135K sold.

James Investment Research first reported a position in RLJ in Q1 2017 and held it in 3 quarters. The position peaked at $1.18M in Q2 2017. 219 funds tracked by Wall St. Rank hold RLJ as of Q4 2017.

  • James Investment Research reported no remaining RLJ Lodging Trust position as of Q4 2017 after selling out during the quarter.
  • James Investment Research sold 6,125 RLJ Lodging Trust shares in Q4 2017, an estimated $135K.
  • James Investment Research first reported a position in RLJ Lodging Trust in Q1 2017 and held it in 3 quarters.
  • James Investment Research's RLJ Lodging Trust position peaked at $1.18M in Q2 2017.
  • 219 funds tracked by Wall St. Rank held RLJ Lodging Trust as of Q4 2017.

Based on James Investment Research's 13F filing for Q4 2017, filed 23 Jan 2018.