NFG
INN

Next Financial Group’s Summit Hotel Properties INN Stock Holding History

Next Financial Group’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
2017
Q4 		– Sell
-2,779
Closed -$45K – 801
2017
Q3 		$45K Hold
2,779
– – 0.01% 725
2017
Q2 		$52K Hold
2,779
– – 0.01% 770
2017
Q1 		$46K Hold
2,779
– – 0.01% 757
2016
Q4 		$45K Hold
2,779
– – 0.01% 1010
2016
Q3 		$37K Hold
2,779
– – 0.01% 1082
2016
Q2 		$36K Hold
2,779
– – 0.01% 755
2016
Q1 		$33K Hold
2,779
– – 0.01% 758
2015
Q4 		$33K Hold
2,779
– – 0.01% 757
2015
Q3 		$32K Hold
2,779
– – 0.01% 786
2015
Q2 		$36K Hold
2,779
– – 0.01% 784
2015
Q1 		$39K Sell
2,779
-1,200
-30% -$16K 0.01% 749
2014
Q4 		$49K Buy
3,979
+1,200
+43% +$13.9K 0.02% 658
2014
Q3 		$30K Buy
+2,779
New +$29.8K 0.01% 1204

Other funds holding INN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.56B AUM 21.81% 1-Year Est. Return

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

Next Financial Group sold out of Summit Hotel Properties (INN) in Q4 2017, closing a stake of 2,779 shares — an estimated $45K sold.

Next Financial Group first reported a position in INN in Q3 2014 and held it in 13 quarters. The position peaked at $52K in Q2 2017. 226 funds tracked by Wall St. Rank hold INN as of Q4 2017.

  • Next Financial Group reported no remaining Summit Hotel Properties position as of Q4 2017 after selling out during the quarter.
  • Next Financial Group sold 2,779 Summit Hotel Properties shares in Q4 2017, an estimated $45K.
  • Next Financial Group first reported a position in Summit Hotel Properties in Q3 2014 and held it in 13 quarters.
  • Next Financial Group's Summit Hotel Properties position peaked at $52K in Q2 2017.
  • 226 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q4 2017.

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