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 $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return