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One Wealth Advisors’s Summit Hotel Properties INN Stock Holding History

One Wealth Advisors’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
2020
Q3 		– Sell
-13,631
Closed -$81K – 99
2020
Q2 		$81K Sell
13,631
-3,039
-18% -$17.1K 0.06% 82
2020
Q1 		$70K Buy
+16,670
New +$157K 0.07% 87

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State Street
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Macquarie Group
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Nuveen
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GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Westwood Holdings Group
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

One Wealth Advisors's INN Position: Q3 2020 in Review

One Wealth Advisors sold out of Summit Hotel Properties (INN) in Q3 2020, closing a stake of 13,631 shares — an estimated $81K sold.

One Wealth Advisors first reported a position in INN in Q1 2020 and held it in 2 quarters. The position peaked at $81K in Q2 2020. 214 funds tracked by Wall St. Rank hold INN as of Q3 2020.

  • One Wealth Advisors reported no remaining Summit Hotel Properties position as of Q3 2020 after selling out during the quarter.
  • One Wealth Advisors sold 13,631 Summit Hotel Properties shares in Q3 2020, an estimated $81K.
  • One Wealth Advisors first reported a position in Summit Hotel Properties in Q1 2020 and held it in 2 quarters.
  • One Wealth Advisors's Summit Hotel Properties position peaked at $81K in Q2 2020.
  • 214 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q3 2020.

Based on One Wealth Advisors's 13F filing for Q3 2020, filed 16 Nov 2020.