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KCM Investment Advisors’s Summit Hotel Properties INN Stock Holding History

KCM Investment 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
2014
Q1 		– Sell
-13,664
Closed -$123K – 457
2013
Q4 		$123K Sell
13,664
-1,912
-12% -$17.2K 0.01% 437
2013
Q3 		$143K Hold
15,576
– – 0.02% 420
2013
Q2 		$147K Buy
+15,576
New +$155K 0.02% 413

Other funds holding INN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

KCM Investment Advisors's INN Position: Q1 2014 in Review

KCM Investment Advisors sold out of Summit Hotel Properties (INN) in Q1 2014, closing a stake of 13,664 shares — an estimated $123K sold.

KCM Investment Advisors first reported a position in INN in Q2 2013 and held it in 3 quarters. The position peaked at $147K in Q2 2013. 139 funds tracked by Wall St. Rank hold INN as of Q1 2014.

  • KCM Investment Advisors reported no remaining Summit Hotel Properties position as of Q1 2014 after selling out during the quarter.
  • KCM Investment Advisors sold 13,664 Summit Hotel Properties shares in Q1 2014, an estimated $123K.
  • KCM Investment Advisors first reported a position in Summit Hotel Properties in Q2 2013 and held it in 3 quarters.
  • KCM Investment Advisors's Summit Hotel Properties position peaked at $147K in Q2 2013.
  • 139 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q1 2014.

Based on KCM Investment Advisors's 13F filing for Q1 2014, filed 20 May 2014.