JA
INN

JOYN Advisors’s Summit Hotel Properties INN Stock Holding History

JOYN Advisors’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
2019
Q1 		– Sell
-995
Closed -$10K – 714
2018
Q4 		$10K Buy
995
+967
+3,454% +$11K ﹤0.01% 965
2018
Q3 		$0 Buy
28
+16
+133% +$220 ﹤0.01% 1814
2018
Q2 		$0 Buy
+12
New +$174 ﹤0.01% 1797

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JOYN Advisors's INN Position: Q1 2019 in Review

JOYN Advisors sold out of Summit Hotel Properties (INN) in Q1 2019, closing a stake of 995 shares — an estimated $10K sold.

JOYN Advisors first reported a position in INN in Q2 2018 and held it in 3 quarters. The position peaked at $10K in Q4 2018. 221 funds tracked by Wall St. Rank hold INN as of Q1 2019.

  • JOYN Advisors reported no remaining Summit Hotel Properties position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 995 Summit Hotel Properties shares in Q1 2019, an estimated $10K.
  • JOYN Advisors first reported a position in Summit Hotel Properties in Q2 2018 and held it in 3 quarters.
  • JOYN Advisors's Summit Hotel Properties position peaked at $10K in Q4 2018.
  • 221 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.