NEI
INN

Northwest & Ethical Investments’s Summit Hotel Properties INN Stock Holding History

Northwest & Ethical Investments’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
-108,317
Closed -$1.73M – 358
2017
Q3 		$1.73M Buy
108,317
+23,049
+27% +$374K 0.11% 228
2017
Q2 		$1.59M Buy
85,268
+9,769
+13% +$170K 0.11% 221
2017
Q1 		$1.21M Buy
75,499
+20,759
+38% +$327K 0.08% 263
2016
Q4 		$877K Buy
+54,740
New +$767K 0.06% 274

Other funds holding INN

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
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 $240B 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

Northwest & Ethical Investments's INN Position: Q4 2017 in Review

Northwest & Ethical Investments sold out of Summit Hotel Properties (INN) in Q4 2017, closing a stake of 108,317 shares — an estimated $1.73M sold.

Northwest & Ethical Investments first reported a position in INN in Q4 2016 and held it in 4 quarters. The position peaked at $1.73M in Q3 2017. 226 funds tracked by Wall St. Rank hold INN as of Q4 2017.

  • Northwest & Ethical Investments reported no remaining Summit Hotel Properties position as of Q4 2017 after selling out during the quarter.
  • Northwest & Ethical Investments sold 108,317 Summit Hotel Properties shares in Q4 2017, an estimated $1.73M.
  • Northwest & Ethical Investments first reported a position in Summit Hotel Properties in Q4 2016 and held it in 4 quarters.
  • Northwest & Ethical Investments's Summit Hotel Properties position peaked at $1.73M in Q3 2017.
  • 226 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q4 2017.

Based on Northwest & Ethical Investments's 13F filing for Q4 2017, filed 8 Jul 2025.