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Measured Wealth Private Client Group’s RLJ Lodging Trust RLJ Stock Holding History

Measured Wealth Private Client Group’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
2018
Q4 		– Sell
-1,806
Closed -$40K – 559
2018
Q3 		$40K Buy
+1,806
New +$40.2K 0.02% 405

Other funds holding RLJ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Measured Wealth Private Client Group's RLJ Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of RLJ Lodging Trust (RLJ) in Q4 2018, closing a stake of 1,806 shares — an estimated $40K sold.

Measured Wealth Private Client Group first reported a position in RLJ in Q3 2018 and held it in 1 quarter. The position peaked at $40K in Q3 2018. 211 funds tracked by Wall St. Rank hold RLJ as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining RLJ Lodging Trust position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 1,806 RLJ Lodging Trust shares in Q4 2018, an estimated $40K.
  • Measured Wealth Private Client Group first reported a position in RLJ Lodging Trust in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's RLJ Lodging Trust position peaked at $40K in Q3 2018.
  • 211 funds tracked by Wall St. Rank held RLJ Lodging Trust as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.