LWA
CLDT

Lenox Wealth Advisors’s Chatham Lodging CLDT Stock Holding History

Lenox Wealth Advisors’s Portfolio CLDT Stock Details CLDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-99
Closed -$1K – 619
2020
Q1 		$1K Hold
99
– – ﹤0.01% 662
2019
Q4 		$2K Hold
99
– – ﹤0.01% 587
2019
Q3 		$2K Buy
+99
New +$1.76K ﹤0.01% 492

Other funds holding CLDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

Lenox Wealth Advisors's CLDT Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Chatham Lodging (CLDT) in Q2 2020, closing a stake of 99 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in CLDT in Q3 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 165 funds tracked by Wall St. Rank hold CLDT as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining Chatham Lodging position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 99 Chatham Lodging shares in Q2 2020, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in Chatham Lodging in Q3 2019 and held it in 3 quarters.
  • Lenox Wealth Advisors's Chatham Lodging position peaked at $2K in Q4 2019.
  • 165 funds tracked by Wall St. Rank held Chatham Lodging as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.