Next Financial Group’s Chatham Lodging CLDT Stock Holding History

Next Financial Group’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
2017 Q4	–	Sell	-250	Closed	-$6K	–	450
2017 Q3	$6K	Buy	+250	New	+$5.1K	﹤0.01%	1359

Other funds holding CLDT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

Next Financial Group's CLDT Position: Q4 2017 in Review

Next Financial Group sold out of Chatham Lodging (CLDT) in Q4 2017, closing a stake of 250 shares — an estimated $6K sold.

Next Financial Group first reported a position in CLDT in Q3 2017 and held it in 1 quarter. The position peaked at $6K in Q3 2017. 172 funds tracked by Wall St. Rank hold CLDT as of Q4 2017.

Next Financial Group reported no remaining Chatham Lodging position as of Q4 2017 after selling out during the quarter.
Next Financial Group sold 250 Chatham Lodging shares in Q4 2017, an estimated $6K.
Next Financial Group first reported a position in Chatham Lodging in Q3 2017 and held it in 1 quarter.
Next Financial Group's Chatham Lodging position peaked at $6K in Q3 2017.
172 funds tracked by Wall St. Rank held Chatham Lodging as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.